Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hawtree is a financial advisor registered with LPL Financial LLC in FRANKFORT, Illinois. Daniel has been in the financial industry since February 18, 1988. Daniel has been registered as a securities representative in Illinois and Texas, and as an investment advisor representative in Illinois and Texas. Daniel is also a Certified Financial Planner and has a Series 7, Series 63, and Series 66 license. Daniel has previously worked with Sigma Financial Corporation, Hochman & Baker Securities, Inc., and Daly Investment Co. Daniel Hawtree's office is located at 19350 SOUTH HARLEM AVE STE 202, FRANKFORT, IL 60423.
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
12/11/2023 - Present
LPL Financial LLC (FRANKFORT IL)
IL
12/11/1995 - 12/14/2023
SIGMA FINANCIAL CORPORATION (Frankfort IL)
CT
05/03/1991 - 12/11/1995
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IL
12/26/1986 - 03/08/1990
DALY INVESTMENT CO. (PALOS PARK IL)
BOTH
Issued 01/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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