Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Freese has been in the financial industry since June 19, 1994. Currently, Daniel is a registered representative with U.s. Bancorp Investments, Inc. in Sioux Falls, SD. Daniel has held previous positions with Chicago Investment Group, LLC, UBS Financial Services Inc. and Piper Jaffray & Co.. Daniel has Series 63, 65, 7, 31 and SIE licenses. Daniel is registered to offer securities in 27 states including Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Louisiana, Minnesota, Missouri, Montana, Nebraska, Nevada, North Carolina, North Dakota, Ohio, Oregon, South Dakota, Tennessee, Texas, Utah, Virginia, Washington and Wisconsin. In addition to his financial services career, Daniel is also a shareholder in Heritage Farms in Worthington, Minnesota.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
SD
02/11/2025 - Present
U.s. Bancorp Investments, Inc. (Sioux Falls SD)
SD
11/18/2009 - 07/19/2010
CHICAGO INVESTMENT GROUP, LLC (SIOUX FALLS SD)
SD
08/12/2006 - 12/02/2009
UBS FINANCIAL SERVICES INC. (SIOUX FALLS SD)
SD
06/20/1994 - 08/12/2006
PIPER JAFFRAY & CO. (SIOUX FALLS SD)
IA
Issued 11/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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