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 Walsh is a financial advisor with LPL Financial LLC. Daniel has been in the industry since 1993 and holds Series 7, Series 63, and SIE licenses. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Daniel has been a registered representative with Ameriprise Financial Services, Inc., Edward Jones, UBS Financial Services Inc., A. G. Edwards & Sons, Inc., and Pruco Securities Corporation. Daniel is also involved in other businesses outside of financial advising, including music and real estate.
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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2
NJ
10/09/2020 - Present
LPL Financial LLC (MARGATE CITY NJ)
NJ
10/21/2011 - 10/14/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MARGATE NJ)
NJ
04/23/2004 - 10/24/2011
EDWARD JONES (MARGATE CITY NJ)
NJ
10/02/1998 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MO
06/01/1993 - 10/07/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
06/01/1993 - 03/09/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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