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. Stewart is a financial advisor with over 25 years of experience in the industry. He has a wide range of experience, having worked for several firms including The Equitable Life Assurance Society of the United States, AXA Advisors, LLC, PFS Investments Inc, MML Investors Services, Inc, Cetera Advisor Networks LLC and currently with LPL Financial LLC. Daniel has been registered as a broker since 1997 and holds several licenses and certifications including the Series 6, 7, 63 and 65 exams. Daniel also holds the Certified Financial Planner designation. Daniel specializes in providing financial planning, investment management, and retirement planning services to individuals, families, businesses, and institutions.
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
IL
10/19/2018 - Present
LPL Financial LLC (SPRINGFIELD IL)
IL
03/23/2011 - 10/22/2018
CETERA ADVISOR NETWORKS LLC (SPRINGFIELD IL)
IL
08/03/2009 - 12/02/2010
MML INVESTORS SERVICES, INC. (SPRINGFIELD IL)
GA
02/24/2005 - 08/04/2009
PFS INVESTMENTS INC. (DULUTH GA)
NY
05/28/1997 - 01/03/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/28/1997 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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