Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joshua Zoll is a financial professional with over 30 years of experience in the financial services industry. He currently holds a Series 6, 7, 63, and 65 license and is a Chartered Financial Consultant. Daniel Zoll works with clients to provide financial advice, investment research, and referrals to other advisors. Daniel Zoll is a registered representative of Northwestern Mutual Investment Services, LLC and a Registered Investment Advisor.
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
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2
CA
08/29/2019 - Present
Northwestern Mutual Investment Services, LLC (SAN FRANCISCO CA)
WI
02/11/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
08/05/1988 - 11/18/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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