Daniel LundebergCRD Number: 6615525
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Daniel Lundeberg (CRD# 6615525) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rolling Meadows, IL and has over 5 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Rolling Meadows, IL||Feb 2016 - Current||5|
|Unemployed||Schaumburg, IL||Jul 2015 - Feb 2016||< 1|
|Stericycle||Northbrook, IL||Jan 2015 - Jul 2015||< 1|
|In The Swim Discount Pool Supplies||West Chicago, IL||Mar 2013 - Dec 2014||1|
|Unemployed||Schaumburg, IL||Dec 2012 - Feb 2013||< 1|
|Illinois State University||Normal, IL||Aug 2008 - Dec 2012||4|
|Schaumburg Park District||Schaumburg, IL||May 2006 - Sep 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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