Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Fritz is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Daniel has been a registered representative for over 20 years and has held positions at both Stifel, Nicolaus & Company, Inc. and Miller Johnson Steichen Kinnard, Inc. Daniel's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. Daniel John Fritz is currently registered in 29 states including Minnesota, Texas, Florida, and California.
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.
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.
1
2
MN
01/05/2017 - Present
Stifel, Nicolaus & Company, Inc. (WAYZATA MN)
MN
01/24/2003 - 12/06/2006
MILLER JOHNSON STEICHEN KINNARD, INC. (GOLDEN VALLEY MN)
BOTH
Issued 02/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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