Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patrick Skees is a financial advisor with over 40 years of experience in the industry. Daniel currently works with LPL Financial LLC. Daniel has held various positions in the financial industry including with Cambridge Investment Research, Inc., Signator Investors, Inc., Transamerica Financial Advisors, Inc, and PW Securities, Inc. Daniel holds Series 6, 7, 24 and 63 licenses. He is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in Ohio, Florida, Michigan, Minnesota, and is also registered as an IAR in Ohio. Daniel is committed to providing his clients with personalized financial advice and guidance.
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
OH
01/03/2024 - Present
LPL Financial LLC (GENOA OH)
OH
06/13/2016 - 12/19/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Genoa OH)
OH
05/13/2016 - 07/26/2016
SIGNATOR INVESTORS, INC. (MILLBURY OH)
OH
04/01/1991 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (MILLBURY OH)
NA
05/07/1981 - 04/01/1991
PW SECURITIES, INC.
BC
Issued 06/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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