Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ray Deno is a registered representative of LPL Financial LLC. Daniel has been in the securities industry for over 6 years. He is a Series 7 and Series 66 licensed professional, and his professional background includes experience with Fifth Third Securities, Inc. and Private Advisor Group. Daniel's current registrations are with LPL Financial LLC and are active in the states of Kentucky and Texas. He is also registered with the state of Texas as an investment advisor representative. Daniel's primary business activities include providing financial planning, portfolio management and consulting services to individual and corporate clients.
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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KY
09/05/2024 - Present
LPL Financial LLC (OWENSBORO KY)
KY
09/01/2020 - 10/04/2022
FIFTH THIRD SECURITIES, INC. (OWENSBORO KY)
KY
05/08/2018 - 05/01/2019
LPL FINANCIAL LLC (OWENSBORO KY)
BOTH
Issued 09/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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