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 Volk is a financial advisor with over 20 years of experience in the industry. Daniel has been with LPL Financial LLC since 2009, previously working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION and H&R Block Financial Advisors, Inc. Daniel holds licenses in several states, including Illinois, Texas, and Wisconsin. Daniel specializes in working with individuals, families, and businesses to provide financial planning, investment management, and retirement planning services. Daniel has a strong commitment to providing personalized service and helping clients achieve their financial goals.
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
WI
01/23/2025 - Present
LPL Financial LLC (KENOSHA WI)
IL
01/04/2008 - 02/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
07/06/2005 - 01/15/2008
CHASE INVESTMENT SERVICES CORP. (DEERFIELD IL)
IL
12/20/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
03/30/1999 - 12/07/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 06/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/29/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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