Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Woessner is a registered representative with Principal Securities, Inc. and has been in the securities industry since June 28, 2003. Daniel is a financial advisor who provides investment advice and financial planning services to individuals, corporations, and other institutions. Daniel is licensed to sell securities in several states, including Iowa, Texas, and Alabama. Daniel also has a Series 6, Series 7, Series 63, Series 65, Series 66, and Series 26 license.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/23/2021 - Present
Principal Securities, Inc. (SOLON IA)
IL
12/08/2014 - 05/04/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
01/03/2003 - 10/08/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (CEDAR RAPIDS IA)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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