Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Paul Feldstein is a financial advisor with LPL Financial LLC and has over 20 years of experience in the financial services industry. Daniel is a Certified Financial Planner and a Chartered Financial Consultant. Daniel has been registered with the state of Illinois since 2001 and holds a Series 7, Series 31, and Series 63 license. Daniel also has a Series 65 license and is registered with the state of Texas as an investment advisor representative. Daniel has worked with BMO Harris Financial Advisors, Inc., HarrisDirect LLC, and Citigroup Global Markets Inc. in the past.
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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IL
03/25/2021 - Present
LPL Financial LLC (BARRINGTON IL)
IL
12/14/2005 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (BARRINGTON IL)
NJ
02/28/2005 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
03/02/2001 - 03/03/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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