Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lundquist is a financial advisor with Ausdal Financial Partners, Inc., a firm based in Davenport, IA. Daniel has been in the financial services industry since 1996. Daniel holds the Series 63, Series 65, and Series 7 securities licenses, as well as the SIE exam. Daniel is also a Certified Financial Planner (CFP). Daniel has experience providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Daniel's areas of expertise include retirement planning, college savings, investment management, and insurance.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
01/09/2024 - Present
Ausdal Financial Partners, Inc. (ELGIN IL)
IL
11/30/2010 - 04/27/2011
LPL FINANCIAL LLC (NORTHBROOK IL)
IL
12/12/2006 - 11/30/2010
NRP FINANCIAL, INC. (NORTHBROOK IL)
IL
11/05/1996 - 12/13/2006
AXA ADVISORS, LLC (NORTHBROOK IL)
NY
11/05/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/22/1996 - 10/11/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 10/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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