Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Marie Conley is an investment advisor representative who has been in the industry since December 15, 2003. Daniela is currently registered with LPL Financial LLC and has branch office locations in Fort Wayne, IN. Daniela has previously worked at Investment Centers of America, Inc. and Lincoln Financial Distributors, Inc. among other firms. Daniela has a strong background in the financial industry, having earned Series 6, 7, 26, 63 and 65 licenses as well as the SIE exam. Daniela provides investment advice and financial planning services to a variety of clients, including individuals, corporations, and charitable organizations.
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
IN
10/21/2022 - Present
LPL Financial LLC (FORT WAYNE IN)
IN
11/30/2016 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (FORT WAYNE IN)
IN
04/13/2010 - 11/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/13/2007 - 04/15/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
08/28/2006 - 06/11/2007
EQUITRUST MARKETING SERVICES, LLC (FORT WAYNE IN)
IN
01/26/2006 - 07/25/2006
INVESTMENT CENTERS OF AMERICA, INC. (FORT WAYNE IN)
MN
09/16/2005 - 01/27/2006
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
WI
08/28/2003 - 09/01/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 03/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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