Best Investors Account Sign in

Jeffrey Stephen Daney

LPl Financial LLC

Toledo, OH

Toledo, OH

San Diego, CA

Avon, OH

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-03-16
  • OH RA
    APPROVED
    Since 2023-03-16

Branch Locations

3230 Central Park West Ste 100, Toledo, OH 43617 • United States

3230 Central Park West Ste 100, Toledo, OH 43617 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Avon, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Insurance Company St. Paul MN 12/2007 03/2023
Securian Financial Services Inc St. Paul MN 12/2007 03/2023
Financial Design Group Toledo OH 12/2007 03/2023
Lpl Financial Llc Toledo OH 03/2023 Present
  • 12/2007 → 03/2023
    Minnesota Life Insurance Company
    St. Paul, MN
  • 12/2007 → 03/2023
    Securian Financial Services Inc
    St. Paul, MN
  • 12/2007 → 03/2023
    Financial Design Group
    Toledo, OH
  • 03/2023 → Present
    Lpl Financial Llc
    Toledo, OH
Previous Registrations
  • 2008-05-12 → 2023-03-21
    Securian Financial Services, Inc.
    Avon, OH
    Toledo, OH
    Toledo, OH
    Toledo, OH
Other Businesses

1- 01/2008 / Financial Design Group, Inc. / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / TOLEDO, OH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-30
  • S66 Uniform Combined State Law Examination
    2008-04-30
Other Names
  • Jeffrey S Daney

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
GURNEE GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

RYAN PHILLIP KELLEY
BRETT RYAN JERGENS
Carter Dye
DANIEL JOSEPH DERRIG
GREGORY FOCKLER
Heather Beier
Brandon Edward Rodriguez
KATHRYN LEE KELLEY

Other Offices

LPL FINANCIAL LLC · TOLEDO, OH
CETERA INVESTMENT ADVISERS LLC · TOLEDO, OH
GURNEE GROUP, LLC · TOLEDO, OH
OSAIC WEALTH, INC. · TOLEDO, OH
EDWARD JONES · TOLEDO, OH
EAGLE STRATEGIES LLC · TOLEDO, OH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Toledo, OH
AMERITAS ADVISORY SERVICES, LLC · TOLEDO, OH

More in Toledo, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor