Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Genevick is a registered representative with Northwestern Mutual Investment Services, LLC. Daniel has been in the financial services industry since June 20, 2021 and holds the Series 6TO, SIE and Series 63 licenses. Daniel is licensed in California, Connecticut, Hawaii, Kentucky, Massachusetts, New York, North Carolina, Pennsylvania, Texas, Virginia, and Washington. Daniel's current firm is located at 1 Northwestern Blvd, Albany, NY 12211.
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
NY
06/21/2021 - Present
Northwestern Mutual Investment Services, LLC (Albany NY)
BC
Issued 08/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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