Unclaimed
Daniel Gregory Cuttell is a financial professional with over nine years of experience in the industry. Currently, Daniel is registered with Wellington Funds Distributors Inc. Previously, Daniel was associated with Wolverine Execution Services, LLC, Harbor Funds Distributors, Inc., and NFP Advisor Services, LLC. Daniel holds the Series 7, Series 24, and Series 66 licenses.
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.
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.
1
2
IL
10/17/2023 - Present
Wellington Funds Distributors Inc. (CHICAGO IL)
IL
11/03/2021 - 02/04/2022
WOLVERINE EXECUTION SERVICES, LLC (CHICAGO IL)
IL
12/03/2014 - 02/21/2020
HARBOR FUNDS DISTRIBUTORS, INC. (CHICAGO IL)
IL
03/12/2014 - 11/19/2014
NFP ADVISOR SERVICES, LLC (BANNOCKBURN IL)
BOTH
Issued 06/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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