Unclaimed
Daniel Paige is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Daniel is located in Westport, Connecticut and has been in the industry since 2007. Daniel is a Series 63, Series 7, and SIE licensed advisor. Daniel has a strong background in financial services and is committed 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.
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
CT
06/01/2018 - Present
Northwestern Mutual Investment Services, LLC (WESTPORT CT)
CT
03/22/2007 - 06/09/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WESTPORT CT)
BC
Issued 04/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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