Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Scott Scharlach is a financial advisor with LPL Financial LLC. Daniel has been in the financial industry for over 22 years. He has experience with several different investment firms, including Securian Financial Services, Inc. and Stratos Wealth Partners, Ltd. Daniel holds a Series 66 license, a Series 7 license, and the SIE exam. Daniel is registered in Florida, Indiana, Michigan, Missouri, and Ohio. He provides financial planning, portfolio management for businesses and individuals, and other non-discretionary advisory services. He is registered to conduct advisory services for charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
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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2
IN
02/26/2024 - Present
LPL Financial LLC (ANGOLA IN)
IN
07/23/2001 - 02/22/2013
SECURIAN FINANCIAL SERVICES, INC. (ANGOLA IN)
BOTH
Issued 07/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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