Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Melvin Gerstman is a financial professional with over 40 years of experience in the financial services industry. He currently works as a Registered Representative with Northwestern Mutual Investment Services, LLC. Previously, Daniel worked at Robert W. Baird & Co. Incorporated. Daniel's registrations are active in Florida, Minnesota and New York. Daniel's areas of expertise include securities products and investment company products/variable contracts. Daniel holds a Series 6 license and a Series 63 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.
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
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NY
05/25/1982 - Present
Northwestern Mutual Investment Services, LLC (WILLIAMSVILLE NY)
WI
03/23/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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