Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Leslie is a financial professional with over 20 years of experience in the financial services industry. Daniel holds a Series 6, 7, 9, 10, 26, 63, and 66 licenses, and is also a Certified Financial Planner™ and Chartered Financial Consultant™. He is currently registered with Park Avenue Securities LLC, an investment advisor with offices across the United States. Previously, Daniel worked as a financial advisor at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Daniel is known for providing customized financial planning advice to individuals, families, and businesses. He also offers a variety of investment services, including portfolio management, insurance, and retirement planning.
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.
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.
1
2
OH
10/04/2018 - Present
Park Avenue Securities LLC (INDEPENDENCE OH)
WI
10/08/1996 - 07/23/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
10/08/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/27/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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