Unclaimed
Daniel Benincasa is an investment advisor representative associated with Northwestern Mutual Investment Services, LLC. Daniel is located in Irvine, California and has been in the industry since August 30, 2024.
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
CA
08/31/2024 - Present
Northwestern Mutual Investment Services, LLC (IRVINE CA)
BC
Issued 08/30/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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