Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bakeberg is a financial advisor with Empower Financial Services, Inc.. Daniel has been in the financial services industry since 2002. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, and 63 licenses. Daniel is also registered with the state of Massachusetts. Daniel is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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2
MA
04/24/2020 - Present
Empower Financial Services, Inc. (ANDOVER MA)
RI
03/19/2012 - 02/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
01/01/2008 - 04/01/2011
WELLS FARGO ADVISORS, LLC (PLYMOUTH MA)
MA
02/20/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PLYMOUTH MA)
MA
04/01/2005 - 02/12/2007
MMC SECURITIES CORP. (NORWOOD MA)
MA
02/02/2001 - 04/01/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 12/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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