Unclaimed
Daniel Winter is a registered representative with Allstate Financial Services, LLC and has been in the financial services industry since June 7, 2018. Daniel is licensed in Arizona, California, Idaho, Oregon, South Carolina, South Dakota, and Washington. Daniel is also Series 6, Series 63, and SIE licensed. Daniel has previously worked for Northwestern Mutual Investment Services, LLC.
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.
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.
1
2
WA
03/02/2020 - Present
Allstate Financial Services, LLC (University Place WA)
WA
05/15/2018 - 02/06/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TACOMA WA)
BC
Issued 10/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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