Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Philip Werkowitch is a financial advisor who has been in the industry since August 2002. Daniel is currently registered with LPL Financial LLC in Overland Park, Kansas. Before joining LPL Financial LLC, Daniel worked at Waddell & Reed, BATS Trading, Inc., Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Daniel has a strong background in financial planning and portfolio management, and is dedicated to providing clients with personalized 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
KS
08/16/2021 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
03/28/2013 - 08/26/2021
WADDELL & REED (OVERLAND PARK KS)
MO
05/23/2012 - 03/25/2013
BATS TRADING, INC. (KANSAS CITY MO)
MO
04/23/2009 - 05/16/2012
AMERIPRISE FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
02/14/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)
MN
02/27/2002 - 09/18/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/27/2002 - 09/18/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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