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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Phares Gielow is a financial advisor with LPL Financial LLC in FESTUS, MO. Daniel has been in the financial services industry since 1992. He has a Series 7, Series 6, and Series 66 license. Daniel is also registered with the states of Alabama, Arizona, Colorado, Delaware, Florida, Illinois, Indiana, Kansas, Maryland, Missouri, Oklahoma, Texas, and Virginia. Daniel specializes in investments, financial planning, portfolio management for individuals and businesses. He also has experience in pension consulting and educational seminars. Daniel's firm, LPL Financial LLC, is headquartered in Fort Mill, SC. LPL Financial LLC is a large financial services company with over $50 billion in assets under management.
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
08/20/2020 - Present
LPL Financial LLC (FESTUS MO)
FL
08/12/2016 - 04/13/2018
INCAPITAL LLC (DELRAY BEACH FL)
NY
06/25/2012 - 09/01/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
02/01/1995 - 06/20/2012
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
NA
12/03/1992 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
BOTH
Issued 02/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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