Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Spencer is a financial advisor with over 20 years of experience in the industry. Daniel is registered with LPL Financial LLC and holds licenses in Georgia, Pennsylvania, and Texas. Daniel has experience working with a variety of clients, including individuals, families, and businesses. Daniel is dedicated to helping clients achieve their financial goals. Daniel has worked for several firms during their career, including Nationwide Securities, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Daniel has also held positions at FidelityPASB/WESBANCO and Fort Frederica Capital, 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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GA
02/12/2025 - Present
LPL Financial LLC (NEWMAN GA)
PA
03/05/2009 - 12/31/2010
NATIONWIDE SECURITIES, LLC (PITTSBURGH PA)
GA
01/31/2007 - 09/13/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
GA
11/14/1999 - 06/21/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
MN
11/14/1999 - 06/21/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/16/1998 - 10/08/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 10/01/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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