Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Huck is a financial advisor with LPL Financial LLC. Daniel has been in the industry since 2003. Daniel holds a Series 6, 7, 24, 27, 51, 63, SIE, and 99TO licenses. Daniel has been registered with FINRA since 2000. Daniel has worked with Madison Avenue Securities, Inc. and First Allied Securities, Inc. in the past. Daniel is registered to provide investment advice in 53 states and the District of Columbia.
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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CA
05/09/2011 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
06/01/2010 - 05/03/2011
MADISON AVENUE SECURITIES, INC. (SAN DIEGO CA)
CA
10/02/2009 - 01/28/2010
MADISON AVENUE SECURITIES, INC. (SAN DIEGO CA)
CA
12/21/2007 - 09/15/2008
MADISON AVENUE SECURITIES, INC. (SAN DIEGO CA)
CA
07/16/2002 - 12/21/2007
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
09/19/2000 - 10/31/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
MI
06/20/2000 - 08/31/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 06/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/24/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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