Unclaimed
Daniel Elmore is a registered representative with Northwestern Mutual Investment Services, LLC. Daniel is licensed in Florida and has a Series 7, 63, and 66 securities license. Daniel has been in the financial industry since March 25, 2022. The firm offers investment advice to individuals, banking or thrift institutions, and insurance companies. The firm's main office is located in Milwaukee, WI.
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
FL
03/26/2022 - Present
Northwestern Mutual Investment Services, LLC (BOCA RATON FL)
BC
Issued 04/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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