Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Michael Rodgers is a financial advisor with LPL Enterprise, LLC, based in Basking Ridge, NJ. Daniel has been in the financial services industry since 1996. Daniel has a diverse background, having previously worked at firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, Royal Alliance Associates, Inc., Fred Alger & Company, Incorporated, and MSI Financial Services, Inc. Daniel provides financial planning, portfolio management, and consulting services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
11/14/2024 - Present
LPL Enterprise, LLC (BASKING RIDGE NJ)
NY
03/25/2017 - 11/22/2017
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
10/29/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NJ
03/05/2010 - 10/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTFIELD NJ)
NJ
12/11/2009 - 03/10/2010
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NJ
04/18/1999 - 07/16/2008
FRED ALGER & COMPANY, INCORPORATED (JERSEY CITY NJ)
NY
10/12/1994 - 02/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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