Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Demers is a registered representative of Thrivent Investment Management Inc. Daniel has been in the securities industry since March 10, 2013 and is licensed to provide investment advice in Wisconsin and Texas. Daniel is also registered as an investment advisor representative in Texas and Wisconsin. In addition to working with Thrivent Investment Management Inc., Daniel has worked for Thrivent Financial for Lutherans. Daniel has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination and the General Securities Representative Examination. Daniel has a total of 16 approved state registrations and 2 approved IA state registrations.
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.
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.
1
2
WI
04/30/2013 - Present
Thrivent Investment Management Inc. (STEVENS POINT WI)
BOTH
Issued 04/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Demers is the right advisor for you? Invested Better is here to help.
