Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Melvin Whitehead is a financial advisor with over 23 years of experience in the financial services industry. Daniel is a Certified Financial Planner and holds the Series 7, 24, 63 and 65 licenses. Daniel is currently registered with LPL Financial LLC and previously worked for Zions Direct, Inc., Western International Securities, Inc., Sentra Securities Corporation and UBS PaineWebber Inc. Daniel specializes in providing financial advice to individuals, corporations and charitable organizations.
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.
1
2
CO
09/29/2010 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
UT
11/11/2008 - 10/04/2010
ZIONS DIRECT, INC. (OREM UT)
CA
11/17/2003 - 11/22/2004
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
AZ
07/05/2002 - 12/01/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NJ
08/31/1999 - 07/18/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 11/01/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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