Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sheridan is a registered representative with Northwestern Mutual Investment Services, LLC. Daniel has been in the industry for over 6 months and is licensed to sell securities in Connecticut, Massachusetts, New Hampshire, New York, North Carolina, and Ohio. Daniel specializes in financial planning and investment research.
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
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2
CT
03/24/2023 - Present
Northwestern Mutual Investment Services, LLC (WEST HARTFORD CT)
BC
Issued 06/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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