Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ernest Needler is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Daniel has been in the securities industry since 1996. Daniel is licensed in 11 states and is Series 6, 7, 63, and SIE qualified. Daniel has previously worked for Chase Investment Services Corp., WAMU Investments, Inc. and Great Western Financial Securities Corporation. Daniel specializes in providing financial planning, portfolio management and investment advice to a broad range of clients including high-net-worth individuals, individuals other than high-net-worth, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/11/2024 - Present
U.s. Bancorp Investments, Inc. (El Dorado Hills CA)
CA
05/02/2009 - 10/23/2009
CHASE INVESTMENT SERVICES CORP. (GOLD RIVER CA)
CA
02/24/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (CARMICHAEL CA)
CA
03/14/1996 - 02/06/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BC
Issued 03/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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