Unclaimed
Daniel Brixius is a financial advisor at Cambridge Investment Research Advisors, Inc. Daniel has been in the financial industry for over 20 years and has a broad range of experience. Daniel holds both Series 6 and Series 7 licenses, along with the Series 63 and 65 licenses. Daniel also holds the SIE license, demonstrating continued commitment to professional education. Daniel currently provides financial advice and services to individuals and businesses in Pennsylvania and Texas. Daniel previously worked at ING FINANCIAL PARTNERS, INC. and MML INVESTORS SERVICES, INC.
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.
Solicitation fees from 3rd party money managers
1
2
PA
01/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (HARRISBURG PA)
PA
01/01/2004 - 12/31/2009
ING FINANCIAL PARTNERS, INC. (HARRISBURG PA)
IA
12/07/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
02/09/2000 - 12/07/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 10/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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