Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ursula? Claim Your ProfileUrsula Daley is a financial advisor with over 20 years of experience in the industry. Ursula is currently registered with Commonwealth Financial Network. Prior to joining Commonwealth Financial Network, Ursula was a financial advisor with LPL Financial LLC for 17 years. Ursula is a registered representative in 35 states and an Investment Advisor Representative in Illinois and Massachusetts. Ursula offers a wide range of financial services including financial planning, pension consulting, educational seminars, and portfolio management. Ursula has a proven track record of success in helping clients reach their financial goals.
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.
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
IL
12/17/2018 - Present
Commonwealth Financial Network (Oak Brook IL)
IL
02/27/2002 - 12/21/2018
LPL FINANCIAL LLC (OAK BROOK IL)
BOTH
Issued 10/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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