Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Harris is a financial advisor with over 10 years of experience in the industry. Daniel is currently registered with LPL Financial LLC and holds Series 6, 7, 63, and 66 licenses. Daniel has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Daniel is committed to providing personalized financial advice and helping clients 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
OH
10/10/2024 - Present
LPL Financial LLC (AVON LAKE OH)
OH
07/23/2019 - 11/19/2019
CITIZENS SECURITIES, INC. (NORTH RIDGEVILLE OH)
OH
06/26/2009 - 07/15/2010
LIFEMARK SECURITIES CORP. (BRUNSWICK OH)
OH
05/22/2009 - 07/02/2009
SIGNATOR INVESTORS, INC. (INDEPENDENCE OH)
OH
12/01/2005 - 03/19/2007
CCO INVESTMENT SERVICES CORP. (STRONGSVILLE OH)
OH
09/30/2004 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 03/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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