Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Michael Hannan is a financial professional with over 20 years of experience in the industry. Daniel is registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 2011. Prior to joining Wells Fargo, Daniel was with Wells Fargo Investments, LLC, Northwestern Mutual Investment Services, LLC and Mutual of Omaha Investor Services, Inc. Daniel specializes in portfolio management for businesses and individuals, financial planning, pension consulting and selection of other advisors.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (MIDDLETON WI)
WI
01/05/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BARABOO WI)
WI
02/25/2004 - 01/02/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAU CLAIRE WI)
NE
08/03/2001 - 02/13/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 10/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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