Unclaimed
Daniel Barthel is a financial professional who has been in the industry since May 5, 2021. He currently works at Empower Financial Services, Inc., a firm headquartered in Milwaukee, WI. Daniel has experience in the financial services industry, having previously worked at J.P. Morgan Securities LLC. He holds the SIE, Series 6, and Series 6TO licenses.
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.
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.
1
2
WI
08/23/2024 - Present
Empower Financial Services, Inc. (Milwaukee WI)
CO
02/05/2018 - 05/24/2021
J.P. MORGAN SECURITIES LLC (GREENWOOD VILLAGE CO)
BC
Issued 02/14/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Barthel is the right advisor for you? Invested Better is here to help.