Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wayne Kalsbeek is a financial advisor with LPL Financial LLC. Daniel has been in the financial services industry since May 2009 and holds the Series 66, Series 7, and SIE licenses. Daniel has previously worked for Royal Alliance Associates, Inc., Signator Investors, Inc., and Royal Securities Company. Daniel specializes in working with individuals, families, and small businesses, offering financial planning, investment management, and retirement planning services.
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
MI
04/27/2023 - Present
LPL Financial LLC (GRANDVILLE MI)
MI
11/02/2018 - 05/01/2023
ROYAL ALLIANCE ASSOCIATES, INC. (GRANDVILLE MI)
MI
07/07/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (GRANDVILLE MI)
MI
05/14/2009 - 07/31/2017
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
BOTH
Issued 07/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Kalsbeek is the right advisor for you? Invested Better is here to help.
