Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Katz is a financial professional registered with Northwestern Mutual Investment Services, LLC. Daniel's career in the financial industry began on March 11, 2021. Daniel is licensed in 21 states. Daniel's expertise includes investment company products/variable contracts.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
CA
03/12/2021 - Present
Northwestern Mutual Investment Services, LLC (Manhattan Bch CA)
BC
Issued 04/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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