Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jakuta is a financial professional with over 25 years of experience in the financial services industry. Daniel currently works with RBC Capital Markets, LLC, a firm with over $50 billion in assets under management. Daniel has been with RBC Capital Markets since November 2016. Prior to joining RBC Capital Markets, Daniel worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Daniel has extensive experience working with a wide range of clients, including individuals, families, businesses, institutions, and retirement 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
A percentage of the total value of assets under management is charged.
1
2
IL
11/01/2016 - Present
RBC Capital Markets, LLC (Palos Heights IL)
IL
01/01/2008 - 11/03/2016
WELLS FARGO ADVISORS, LLC (PALOS HEIGHTS IL)
IL
10/22/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PALOS HEIGHTS IL)
WI
04/07/1999 - 10/29/1999
SII INVESTMENTS, INC. (APPLETON WI)
SC
07/24/1998 - 03/05/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
11/17/1993 - 07/27/1998
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
GA
12/07/1990 - 01/07/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
05/22/1990 - 12/07/1990
COZAD INVESTMENT SERVICES, INC.
OR
05/15/1989 - 05/25/1990
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
02/19/1986 - 06/14/1989
PRUCO SECURITIES CORPORATION
BOTH
Issued 07/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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