Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lemens is a financial advisor with over 20 years of experience in the industry. Daniel is registered with Harbour Investments, Inc. and has a history of working with a variety of clients, including individuals, corporations, and charitable organizations. Daniel has also worked for other firms, including Next Financial Group, Inc., Investors Capital Corp., United Securities Alliance, Inc. and WMA Securities, Inc. Daniel has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
WI
11/14/2014 - Present
Harbour Investments, Inc. (NEENAH WI)
WI
09/15/2006 - 11/25/2014
NEXT FINANCIAL GROUP, INC. (NEEHAH WI)
WI
11/06/2001 - 09/19/2006
INVESTORS CAPITAL CORP. (NEENAH WI)
CO
02/15/2001 - 11/29/2001
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
10/11/2000 - 02/22/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 04/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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