Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Meier is a financial advisor in Carmel, IN, with 17 years of experience in the industry. Daniel is currently registered with Lincoln Investment and Capital Analysts in IN and Shepherd Financial Investment Advisory LLC in both IN and TX. Daniel has previously worked at CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., ONEAMERICA SECURITIES, INC., OHIO NATIONAL EQUITIES, INC., MUTUAL OF AMERICA LIFE INSURANCE COMPANY, MUTUAL OF AMERICA SECURITIES CORPORATION, CHASE INVESTMENT SERVICES CORP., and PFS INVESTMENTS INC. Daniel specializes in providing retirement plans and investment wealth 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.
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.
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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2
IN
09/21/2023 - Present
Lincoln Investment (Carmel IN)
IN
09/08/2022 - 09/21/2023
CETERA ADVISORS LLC (INDIANAPOLIS IN)
IN
12/05/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/29/2016 - 12/14/2016
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
OH
06/19/2015 - 03/11/2016
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
IN
11/10/2010 - 06/12/2015
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
03/14/2008 - 08/23/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
03/14/2008 - 08/23/2010
MUTUAL OF AMERICA SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
12/13/2006 - 03/06/2008
CHASE INVESTMENT SERVICES CORP. (FISHERS IN)
GA
04/25/2000 - 09/11/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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