Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mortell is a registered representative with Northwestern Mutual Investment Services, LLC. Daniel has been in the financial services industry since July 2012 and has experience with New England Securities, Rydex Distributors, LLC, Nuveen Securities, LLC, and Frontegra Strategies, LLC. Daniel is licensed in numerous states and holds Series 7, 63, 66, and SIE licenses. In addition to providing investment services, Daniel Mortell may offer investment advice and other financial products.
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
IL
12/23/2019 - Present
Northwestern Mutual Investment Services, LLC (VERNON HILLS IL)
IL
01/18/2018 - 10/16/2018
FRONTEGRA STRATEGIES, LLC (NORTHBROOK IL)
IL
06/15/2012 - 10/25/2017
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
07/07/2011 - 05/21/2012
RYDEX DISTRIBUTORS, LLC (SCHAUMBURG IL)
IL
11/30/2010 - 05/24/2011
NEW ENGLAND SECURITIES (NORTHBROOK IL)
BOTH
Issued 03/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Mortell is the right advisor for you? Invested Better is here to help.
