Unclaimed
Daniel Krekeler is a financial professional with over 25 years of experience in the securities industry. Daniel currently holds a Series 6 and Series 63 license and is registered with Aon Securities LLC. Previously, Daniel was employed with Westport Financial Services, LLC, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Daniel specializes in providing fairness opinions and has a strong understanding of the financial markets.
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.
Fairness opinions
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.
1
2
GA
01/06/2000 - Present
AON Securities LLC (Atlanta GA)
FL
09/10/1999 - 12/31/1999
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
WI
04/24/1995 - 07/21/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/10/1998 - 06/07/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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