Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daria? Claim Your ProfileDaria Magdalena Schumacher is a financial advisor at LPL Financial LLC. Daria has been in the financial services industry since 2004. Daria is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Daria's office is located in Latham, NY. Prior to joining LPL Financial LLC, Daria was employed by CETERA INVESTMENT SERVICES LLC.
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
NY
10/11/2023 - Present
LPL Financial LLC (LATHAM NY)
NY
06/19/2019 - 10/11/2023
CETERA INVESTMENT SERVICES LLC (LATHAM NY)
NY
10/11/2004 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
BOTH
Issued 07/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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