Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sopher is a financial advisor with LPL Financial LLC, with over 8 years of experience in the financial services industry. Daniel is registered to provide investment advice in 25 states, including New Jersey, Texas, California, Florida, and New York. Daniel is also registered as a Registered Representative with the state of New Jersey. Daniel is a Certified Financial Planner and has earned the Series 66, Series 7, and SIE exams. Daniel has previously worked for KESTRA INVESTMENT SERVICES, LLC and KESTRA ADVISORY SERVICES, LLC.
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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NJ
06/20/2023 - Present
LPL Financial LLC (METUCHEN NJ)
NJ
04/14/2015 - 06/20/2023
KESTRA INVESTMENT SERVICES, LLC (METUCHEN NJ)
BOTH
Issued 05/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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