Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Seeds is an investment advisor representative who has been in the industry since 2008. He has a Series 7 and Series 66 license and is registered with the state of Texas. Dan is currently employed by Northwestern Mutual Investment Services, LLC. He has previously worked for BOK Financial Securities, Inc. Dan also coaches youth volleyball in his spare time.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
04/17/2018 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
TX
02/20/2008 - 03/12/2018
BOK FINANCIAL SECURITIES, INC. (MCKINNEY TX)
BOTH
Issued 03/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dan Seeds is the right advisor for you? Invested Better is here to help.
