Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Xavier Namey is a financial advisor with LPL Financial LLC, a large, national firm based in Fort Mill, SC. Daniel Xavier Namey has been in the financial industry since July 25, 1994 and is registered with FINRA and the state of Florida. Daniel Xavier Namey offers a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Daniel Xavier Namey has also been affiliated with H. BECK, INC. and FSC Securities Corporation in the past.
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
FL
12/04/2019 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
01/05/2010 - 12/13/2019
H. BECK, INC. (JACKSONVILLE FL)
FL
02/27/2003 - 12/31/2009
FSC SECURITIES CORPORATION (JACKSONVILLE FL)
IN
07/22/1994 - 02/26/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/22/1994 - 02/26/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 02/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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