Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Baxter is an investment advisor representative registered with United Advisors America. Baxter has been in the financial services industry for over 10 years. Baxter has Series 6, 63, and 65 licenses. Prior to joining United Advisors America, Baxter was a registered representative with Mutual of Omaha Investor Services. Baxter also works as an insurance agent for Alliance America. Baxter is a partner in two real estate holding LLCs, Suite Investments and Baxter Land Holdings. Baxter is also a co-owner of a rental house. Baxter is a resident of Platteville, WI.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
04/05/2017 - Present
United Advisors America (Platteville WI)
WI
03/11/2016 - 12/01/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PLATTEVILLE WI)
IA
Issued 03/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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