Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J. Wilson is a financial professional with over nine years of experience in the industry. Daniel J. Wilson is currently registered with Principal Securities, Inc. in DES MOINES, IA. Previously, Daniel J. Wilson was registered with LION STREET FINANCIAL, LLC in AUSTIN, TX and NATIONWIDE INVESTMENT SERVICES CORPORATION and NATIONWIDE SECURITIES, LLC in COLUMBUS, OH. Daniel J. Wilson holds the Series 6, SIE, and Series 63 licenses. Daniel J. Wilson specializes in providing financial planning, pension consulting, and educational seminars.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
05/08/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
TX
02/18/2021 - 02/29/2024
LION STREET FINANCIAL, LLC (AUSTIN TX)
OH
12/26/2018 - 11/18/2020
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
04/05/2016 - 01/03/2019
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
04/14/2015 - 04/06/2016
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 08/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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