Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel P. Mitchell is a financial advisor with LPL Financial LLC. Daniel has been in the financial services industry since November 2011. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 securities licenses, in addition to the Securities Industry Essentials Examination (SIE). Daniel has worked for a number of firms including Fidelity Brokerage Services LLC, TD Ameritrade, Inc. and JPMorgan Chase Bank N.A.. Daniel P. Mitchell is a registered investment advisor in Indiana and Illinois.
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
IN
03/24/2021 - Present
LPL Financial LLC (PORTAGE IN)
IN
02/23/2021 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (VALPARAISO IN)
IN
02/27/2019 - 01/11/2021
TD AMERITRADE, INC. (INDIANAPOLIS IN)
IL
05/10/2017 - 03/08/2019
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
06/01/2011 - 11/01/2016
FIDELITY BROKERAGE SERVICES LLC (ORLAND PARK IL)
IL
03/11/2011 - 05/25/2011
WADDELL & REED, INC. (ORLAND PARK IL)
BOTH
Issued 03/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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