Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel L. Carlson is a financial advisor with Northwestern Mutual Investment Services, LLC. Daniel has been in the industry since 2003 and is registered to provide investment advice in 20 states and the District of Columbia. Daniel's expertise includes helping clients with investment research, referrals to other advisors, and financial planning. Daniel L. Carlson is also registered to provide financial products in 20 states.
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
FL
01/03/2014 - Present
Northwestern Mutual Investment Services, LLC (TAMPA FL)
IA
Issued 02/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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