Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Henry Weninger is a financial advisor with LPL Financial LLC. Daniel has been in the financial industry since 1994. Prior to joining LPL Financial LLC, Daniel worked with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Daniel is registered with the state of Wisconsin and holds the Series 63, Series 7 and SIE exams. Daniel has a specializations in helping individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies with financial advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
06/27/2013 - Present
LPL Financial LLC (FOND DU LAC WI)
WI
01/01/2008 - 06/28/2013
WELLS FARGO ADVISORS, LLC (FOND DU LAC WI)
WI
08/31/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FOND DU LAC WI)
BC
Issued 09/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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