Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thorn is a financial advisor with over 20 years of experience in the industry. Daniel has been registered with LPL Financial LLC since 2015. Daniel has a wide range of experience, having previously worked with Northwestern Mutual Investment Services, LLC, Datek Online Financial Services LLC, and Datek Online Brokerage Services LLC. Daniel holds several licenses and certifications, including Series 63, Series 7, and Series 24. Daniel specializes in working with a variety of clients, including individuals, families, and businesses. Daniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NJ
02/25/2015 - Present
LPL Financial LLC (FAIRFIELD NJ)
NJ
03/27/2003 - 03/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
NJ
06/30/2001 - 10/03/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
11/29/2000 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BC
Issued 01/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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