Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Anthony Leary is a registered representative with Northwestern Mutual Investment Services, LLC. Daniel has been in the financial services industry since August 24, 2011. Daniel holds licenses in 23 states. Daniel provides services such as referrals to other advisors and investment research.
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
OR
01/16/2024 - Present
Northwestern Mutual Investment Services, LLC (Lake Oswego OR)
BOTH
Issued 11/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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