Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Reilly is a financial advisor with LPL Financial LLC. Daniel has been in the industry since June 1996 and is registered in 27 states. Daniel's specializations include financial planning, investment management, and retirement planning. Prior to joining LPL Financial LLC, Daniel was a financial advisor with Thornburg Securities Corporation and Wells Investment Securities, Inc.
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
MD
06/25/2020 - Present
LPL Financial LLC (BALTIMORE MD)
NM
12/02/1999 - 01/08/2020
THORNBURG SECURITIES CORPORATION (SANTA FE NM)
GA
03/17/1998 - 12/21/1999
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
GA
10/14/1997 - 03/10/1998
KEOGLER INVESTMENT ADVISORY, INC. (ATLANTA GA)
GA
12/20/1995 - 02/13/1998
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
IA
Issued 09/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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