Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bakker is a financial professional with over 10 years of experience in the financial services industry. Daniel is currently registered with Private Advisor Group, LLC and is a CERTIFIED FINANCIAL PLANNER™. Daniel has experience working with individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Daniel has worked with a variety of clients throughout his career including Horace Mann Investors, Inc. Daniel has a strong background in financial planning, portfolio management, and investment advisory services. Daniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
IN
01/03/2022 - Present
Private Advisor Group, LLC (Schererville IN)
IN
06/29/2018 - 07/23/2019
HORACE MANN INVESTORS, INC. (GREENWOOD IN)
IA
Issued 07/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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