Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Weisenbach is an investment advisor representative registered with AE Wealth Management, LLC. Daniel has over 10 years of experience in the financial services industry. Daniel is also a registered Investment Advisor Representative in Indiana. Daniel has passed the Series 6, 7, 63, and 65 exams and the Securities Industry Essentials (SIE) exam. Daniel is affiliated with AE Wealth Management, LLC in Carmel, Indiana and also holds a registration in the state of Indiana. Daniel also owns and operates DPW Financial, LLC DBA Adult Learning Center where Daniel conducts financial classes.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
IN
10/30/2020 - Present
AE Wealth Management, LLC (Carmel IN)
IN
05/20/2010 - 11/27/2020
AMERITAS INVESTMENT COMPANY, LLC (INDIANAPOLIS IN)
NA
08/10/1987 - 09/30/1988
NEW ENGLAND SECURITIES CORPORATION
BC
Issued 06/15/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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