Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Peterson is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Daniel has been working in the financial services industry since November 18, 2002. Daniel is registered to provide investment advice in Michigan. Daniel has Series 6, 7, 63 and 65 securities licenses as well as the SIE exam. Daniel also holds a license in 22 other states. Daniel is an active member of the financial services industry and is committed to providing excellent service to his clients.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MI
01/05/2015 - Present
Northwestern Mutual Investment Services, LLC (GRAND RAPIDS MI)
IA
Issued 12/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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