Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Colvis is a registered investment advisor representative with LPL Financial LLC and has been in the industry since September 17, 1996. Daniel is based in Chester, Illinois. Previously, Daniel was registered with SII Investments, INC. and PFS INVESTMENTS INC.. Daniel holds the Series 6, 7, 26, 63, and 65 licenses. Daniel provides services in the following areas: portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, educational seminars, and selection of other advisors.
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
IL
02/14/2018 - Present
LPL Financial LLC (CHESTER IL)
IL
09/19/2011 - 02/14/2018
SII INVESTMENTS, INC. (CHESTER IL)
IL
09/18/1996 - 09/22/2011
PFS INVESTMENTS INC. (CHESTER IL)
IA
Issued 05/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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