Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Logsdon Putman is a financial advisor with over 40 years of experience in the industry. Daniel currently works at LPL Financial LLC and is registered with the state of Michigan. Daniel provides financial planning services and specializes in working with individuals, corporations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/21/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
MI
05/07/1986 - 08/21/2023
SIGMA FINANCIAL CORPORATION (OKEMOS MI)
NJ
11/20/1987 - 10/05/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
02/13/1986 - 05/06/1986
W. S. GRIFFITH & CO., INC.
NA
02/06/1985 - 03/04/1986
SIGMA FINANCIAL CORPORATION
NA
10/21/1983 - 02/25/1985
HOME LIFE EQUITY SALES CORP.
NA
04/26/1983 - 12/05/1983
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 11/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/02/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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