Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Marquez is a financial advisor who has been in the industry since June 27, 2000. Daniel is currently registered with Northwestern Mutual Investment Services, LLC. Daniel is also licensed to sell insurance products. Daniel has been with Northwestern Mutual Investment Services, LLC since May 2003.
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
08/30/2012 - Present
Northwestern Mutual Investment Services, LLC (BOCA RATON FL)
TN
02/01/2000 - 12/31/2002
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 08/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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