Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rentmeester is a financial advisor with over 40 years of experience in the industry. Daniel has a Series 6, Series 63, and SIE license. Daniel works at Private Client Services, LLC. Daniel's expertise includes financial planning, portfolio management for businesses and individuals, and educational seminars. Previously, Daniel was registered with Equitable Advisors, LLC, LPL Financial LLC, Mutual Service Corporation and American General Securities Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
WI
01/02/2024 - Present
Private Client Services, LLC (Green Bay WI)
WI
05/03/2012 - 01/11/2024
EQUITABLE ADVISORS, LLC (GREEN BAY WI)
WI
09/08/2009 - 05/08/2012
LPL FINANCIAL LLC (GREEN BAY WI)
WI
03/19/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (GREEN BAY WI)
WI
10/01/2002 - 03/24/2008
AMERICAN GENERAL SECURITIES INCORPORATED (GREEN BAY WI)
TX
01/05/1982 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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