Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Horace? Claim Your ProfileHorace Lee Daniel is a financial advisor with over 20 years of experience in the financial services industry. Horace has worked with several firms including CUNA Brokerage Services, Inc., Transamerica Financial Advisors, Inc, Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Horace is a registered representative with LPL Financial LLC, serving clients in Maryland and Virginia. Horace is a licensed and registered professional. Horace has a strong track record of providing financial advice to individuals, families, and businesses.
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
MD
05/18/2022 - Present
LPL Financial LLC (Waldorf MD)
VA
10/08/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Alexandria VA)
MD
01/25/2018 - 08/02/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (BOWIE MD)
MD
08/22/2016 - 08/24/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
10/17/2015 - 08/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SILVER SPRING MD)
TN
08/15/2013 - 12/13/2013
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
MD
10/04/2012 - 11/19/2012
NYLIFE SECURITIES LLC (BETHESDA MD)
MD
12/02/2009 - 09/11/2012
THRIVENT INVESTMENT MANAGEMENT INC. (BOWIE MD)
NY
07/28/2000 - 03/07/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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