Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Charles Benedum is a financial advisor with over 20 years of experience in the industry. Daniel has held registrations with several firms including Morgan Stanley, Wells Fargo Funds Distributor, LLC, Northwestern Mutual Investment Services, LLC, and Strong Investments, Inc. Daniel currently is registered with Gladstone Wealth Partners in Colgate, WI. Daniel also has a location in Palm Beach Gardens, FL. Daniel has earned the Series 7, Series 63, and Series 65 licenses and the SIE exam.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
A percentage of the total value of assets under management is charged.
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2
WI
02/28/2022 - Present
Gladstone Wealth Partners (COLGATE WI)
WI
02/07/2014 - 01/05/2021
MORGAN STANLEY (MILWAUKEE WI)
WI
01/24/2007 - 09/19/2013
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
12/17/2001 - 01/16/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WAUKESHA WI)
WI
07/24/2000 - 12/13/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 04/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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