Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noelle? Claim Your ProfileNoelle Hitchcock Daniel has been in the financial services industry since 1997. Noelle is currently a Registered Representative with LPL Financial LLC. Noelle has experience with a variety of firms, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Noelle holds a Series 66 license, and Series 7, 9 and 10 licenses. Noelle has been registered with the state of Florida since 2011. Noelle is also a Certified Financial Planner. Noelle specializes in financial planning and portfolio management for individuals and businesses. Noelle's practice is focused on providing financial advice to a range of clients, including high-net-worth 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
FL
02/07/2014 - Present
LPL Financial LLC (LARGO FL)
FL
06/01/2009 - 04/05/2011
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
11/14/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
10/28/1997 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
BOTH
Issued 12/18/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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