Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jerome Hintze is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fond du Lac, Wisconsin. Daniel has been in the financial services industry since 1988. Daniel has been with Raymond James Financial Services Advisors, Inc. since 2009. Daniel is a Series 7, Series 24, Series 51 and Series 63 licensed advisor. Daniel also has a SIE designation. Daniel is a Vice President of Commercial Lending at National Exchange Bank And Trust in Fond du Lac, Wisconsin. He has been with the bank since 2006.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
06/01/2009 - Present
Raymond James Financial Services Advisors, Inc. (FOND DU LAC WI)
FL
11/26/1988 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
01/19/1988 - 12/06/1988
ISFA CORPORATION
BC
Issued 01/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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