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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mackey is a financial advisor with LPL Financial LLC, a registered investment advisor firm. Daniel has been in the financial services industry for 35 years, joining LPL Financial LLC in August 2023. Daniel is registered as an Investment Advisor Representative in Colorado and Texas. Daniel has a wide range of experience in the financial services industry and is committed to providing clients with personalized financial advice and solutions. Daniel offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Daniel is also licensed to sell life, health, disability, long-term care, and fixed annuities.
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
CO
08/02/2023 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
05/21/2001 - 08/02/2023
THE O.N. EQUITY SALES COMPANY (FT. COLLINS CO)
IA
08/25/1988 - 05/21/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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