Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Six is a financial advisor with LPL Financial LLC. Daniel has been in the industry since 2023 and is registered in Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, Ohio, Pennsylvania, Texas, and West Virginia. Daniel has passed the Series 7TO, SIE, and Series 66 exams. Daniel has a previous history of working with Equitable Advisors, LLC, J.P. Morgan Securities LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
PA
11/15/2024 - Present
LPL Financial LLC (CAMP HILL PA)
PA
10/24/2023 - 04/16/2024
J.P. MORGAN SECURITIES LLC (Pittsburgh PA)
PA
12/02/2022 - 08/18/2023
EQUITABLE ADVISORS, LLC (PITTSBURGH PA)
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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