Unclaimed
Daniel James Dutile is a financial advisor who has been in the industry since September 16, 2015. Daniel is registered with the state of Illinois and is a Registered Representative (RA). Daniel holds the Series 66, Series 7, and SIE licenses. Daniel is a Certified Financial Planner and a Chartered Financial Analyst. Daniel currently works for Nadler Financial Group, Inc. in Deerfield, Illinois. Daniel is a wealth manager and a shareholder of the firm. Daniel has experience working with individuals, corporations, and non-profits.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting - enrollment and education support.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/27/2015 - Present
Nadler Financial Group, Inc. (DEERFIELD IL)
BOTH
Issued 12/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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