Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ferwerda is a financial advisor at SPC, headquartered in Ann Arbor, Michigan. Daniel is also a licensed insurance agent and is appointed with various insurance companies. Daniel is registered in several states and has a history of working in the financial services industry, including previous roles at Signator Investors, Inc., VALIC Financial Advisors, Inc., Edward Jones, The Huntington Investment Company, and Kemper Distributors, Inc. Daniel holds both Series 7 and Series 66 licenses and is committed to providing financial advice to individuals, businesses, and charitable organizations.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
06/01/2018 - Present
SPC (Grand Rapids MI)
MI
09/14/2012 - 04/20/2018
SIGNATOR INVESTORS, INC. (GRAND RAPIDS MI)
MI
12/04/2002 - 09/20/2012
VALIC FINANCIAL ADVISORS, INC. (GRAND RAPIDS MI)
MO
06/06/2000 - 11/04/2002
EDWARD JONES (ST. LOUIS MO)
OH
06/03/1999 - 06/02/2000
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IL
11/02/1998 - 04/06/1999
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 04/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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