Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kaspari is a financial professional with over 20 years of experience in the industry. Daniel has worked with Mesirow Financial Investment Management, Inc. since 2006. Prior to that, Daniel worked with DWS SCUDDER DISTRIBUTORS, INC. from 2000 to 2006. Daniel currently holds licenses to practice in Alabama, California, Illinois, and Texas. Daniel is a Series 6, 7, and 63 registered representative. Daniel is also a Series 65 registered investment advisor. Daniel has extensive experience in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Daniel is dedicated to helping 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
11/15/2016 - Present
Mesirow Financial Investment Management, Inc. (HIGHLAND PARK IL)
IL
08/24/2000 - 04/18/2006
DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 06/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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