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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mark Yuhn is a financial advisor with over 35 years of experience in the industry. Daniel is a registered representative with LPL Financial LLC and holds the Series 3, 7, 9, 10, 63, and 66 licenses. Daniel currently operates from the Southfield, MI office of LPL Financial LLC. Previously, Daniel worked at A. G. Edwards & Sons, Inc. and Dean Witter Reynolds Inc. Daniel serves a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and retirement 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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2
MI
09/27/2007 - Present
LPL Financial LLC (SOUTHFIELD MI)
MO
09/30/1991 - 04/29/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
12/26/1986 - 10/02/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 06/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1994
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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