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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wirtanen is a financial advisor with Morgan Stanley, with over 19 years of experience in the industry. Daniel Wirtanen is registered with the state of Michigan as an investment advisor representative and registered with the state of Texas as an investment advisor representative. Daniel Wirtanen has been a registered representative with FINRA since 2005. Daniel Wirtanen previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
05/26/2015 - Present
Morgan Stanley (Grosse Pointe Farms MI)
MI
10/01/2012 - 06/04/2015
J.P. MORGAN SECURITIES LLC (GROSSE POINTE MI)
MI
09/14/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GROSSE POINTE MI)
MI
02/13/2006 - 09/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DETROIT MI)
NY
03/31/2005 - 02/06/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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