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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Fricke is an investment advisor representative with LPL Financial LLC. Daniela has been in the industry for 20 years and is registered to provide investment advice in 26 states. Daniela also holds Series 66, SIE, and Series 7 licenses. Daniela specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Daniela's previous work experience includes T. Rowe Price Investment Services, Inc. and LINSCO/PRIVATE LEDGER CORP.
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
CA
05/05/2017 - Present
LPL Financial LLC (ANAHEIM CA)
CA
05/12/2006 - 06/07/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (WOODLAND HILLS CA)
FL
06/15/2004 - 05/04/2006
LINSCO/PRIVATE LEDGER CORP. (ORLANDO FL)
BOTH
Issued 08/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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