Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dornan is a financial advisor at LPL Financial LLC with over 10 years of experience in the industry. Daniel is registered with the Securities and Exchange Commission (SEC) and has licenses to offer investment advice in 25 states. Prior to joining LPL Financial LLC, Daniel worked at Wells Fargo Advisors, LLC and SunTrust Investment Services, Inc. Daniel is committed to 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.
1
2
MO
11/03/2024 - Present
LPL Financial LLC (COLUMBIA MO)
FL
05/16/2014 - 05/20/2020
SUNTRUST INVESTMENT SERVICES, INC. (DAYTONA BEACH FL)
FL
04/17/2007 - 04/14/2010
WELLS FARGO ADVISORS, LLC (JACKSONVILLE BEACH FL)
IA
Issued 10/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Dornan is the right advisor for you? Invested Better is here to help.
