Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Oconner has been in the financial industry since October 5, 2000. Daniel is currently registered with LPL Enterprise, LLC in Tampa, FL and has been with the firm since November 2024. Daniel has experience working with PNC Investments, SunTrust Investment Services, Inc., and Fifth Third Securities, Inc., and is registered in several states including Alabama, Florida, Illinois, and Michigan. Daniel has passed the Series 63, Series 65, Series 7 and Series 24 exams. Daniel's specializations include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/20/2024 - Present
LPL Enterprise, LLC (TAMPA FL)
FL
06/13/2016 - 03/18/2020
SUNTRUST INVESTMENT SERVICES, INC. (LAKELAND FL)
FL
05/08/2013 - 06/15/2016
PNC INVESTMENTS (PORT RICHEY FL)
FL
11/02/2011 - 05/03/2013
FIFTH THIRD SECURITIES, INC. (WESLEY CHAPEL FL)
IL
09/13/2010 - 05/27/2011
PETERSEN INVESTMENTS, INC. (SPRINGFIELD IL)
IL
02/11/2008 - 09/03/2010
AXA ADVISORS, LLC (SPRINGFIELD IL)
IL
03/18/2002 - 01/31/2008
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
MA
07/28/1999 - 12/31/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
02/25/1998 - 06/24/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/25/1998 - 06/24/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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