Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Zweber is a financial advisor with Thrivent Investment Management Inc., a firm with a long history of serving individuals and families. Daniel has been in the financial services industry since 2016, working with clients in Burnsville and the surrounding areas. Daniel has a strong foundation in the financial industry, having earned his Series 7 and Series 63 licenses and the Securities Industry Essentials (SIE) exam. He is registered to provide financial advice in Minnesota, Nevada, Virginia, Wisconsin, and Louisiana. Daniel specializes in providing financial planning and portfolio management for individuals.
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.
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
MN
09/16/2016 - Present
Thrivent Investment Management Inc. (Burnsville MN)
BC
Issued 09/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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