Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mosely is a financial professional with over 11 years of experience in the industry. Daniel is currently registered with Northwestern Mutual Investment Services, LLC in Duluth, Minnesota and is licensed to provide investment advice in 24 states. Daniel's areas of expertise include investment research and referrals to other advisers. Daniel's current firm, Northwestern Mutual Investment Services, LLC, is based in Milwaukee, WI and has a history of providing investment advice to clients across various industries. The firm has over 2,300 registered representatives and handles approximately $0 in assets under management.
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
MN
02/05/2014 - Present
Northwestern Mutual Investment Services, LLC (DULUTH MN)
BC
Issued 06/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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