Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mark Gorelik is a financial advisor with over 5 years of experience in the financial services industry. Daniel has a Series 7, Series 63, and Series 66 license. Daniel is currently registered with LPL Financial LLC and has previously been with WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC and T. ROWE PRICE INVESTMENT SERVICES, INC.. Daniel provides a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel is committed to helping clients achieve their financial goals.
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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2
MD
05/08/2024 - Present
LPL Financial LLC (NEW MARKET MD)
MN
05/17/2024 - 09/04/2024
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MD
08/12/2019 - 10/11/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 05/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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