Unclaimed
Daniel Friedlander is a financial advisor with PNC Investments in Phoenix, Arizona. Daniel is registered with the state of Arizona and holds a Series 7 and Series 66 license. Daniel has been in the financial industry since 2017, previously working at Northwestern Mutual Investment Services and Merrill Lynch. Daniel focuses on providing financial advice to individuals and businesses and specializes in insurance, investment management, and financial planning.
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.
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.
1
2
AZ
08/30/2021 - Present
PNC Investments (PHOENIX AZ)
AZ
12/22/2020 - 08/16/2021
BBVA SECURITIES INC. (PHOENIX AZ)
AZ
04/03/2019 - 12/16/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
AZ
03/22/2017 - 11/20/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 07/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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