Shireen Daniels, financial advisor North Aurora IL
96 score

Shireen Daniels

CRD Number: 5989922
Current Firm: Lighthouse Institute

Shireen Daniels (CRD# 5989922) is an Investment Advisor Representative working at Lighthouse Institute in North Aurora, IL and has over 6 years of experience in the finance industry. Shireen Daniels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lighthouse Institute Dba Lighthouse Financial Group, LLC North Aurora, IL Jan 2016 - Current 2
Lpl Financial, LLC North Aurora, IL Dec 2012 - Current 5
Highpoint Advisor Group, LLC North Aurora, IL Dec 2012 - Feb 2016 3
Focus Home Health Care Chicago, IL May 2009 - Sep 2014 5
Lighthouse Financial Group North Aurora, IL Jan 2012 - Dec 2012 < 1
Summit Brokerage Services Inc. Aurora, IL Dec 2011 - Dec 2012 1
Lighthouse Financial Group North Aurora, IL May 2009 - Dec 2011 2
Lighthouse Financial Group Aurora, IL May 2006 - May 2009 3
Hoffman York Chicago, IL Aug 2008 - Apr 2009 < 1
Appraisal Institute Chicago, IL May 2008 - Aug 2008 < 1
Loyola University Chicago, IL Jan 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Shireen E. Daniels
Phone Number: 630-907-9830
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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