Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patrick Haskins is an investment advisor representative with Nuveen Asset Management, LLC. Daniel has been in the industry since January 7, 2012. He is registered with FINRA and is licensed in Illinois, Iowa, Kansas, Missouri, and Nebraska. Daniel has held previous positions at Columbia Management Investment Distributors, Inc., Realty Capital Securities, LLC, John Hancock Funds, LLC, John Hancock Distributors LLC, and Morgan Stanley Smith Barney. Daniel holds the Series 66, Series 7, and SIE licenses.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
03/19/2024 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
MA
09/21/2016 - 01/07/2024
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
03/13/2015 - 12/04/2015
REALTY CAPITAL SECURITIES, LLC (BOSTON MA)
MA
09/13/2011 - 03/13/2015
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
02/08/2012 - 12/31/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
01/10/2011 - 09/23/2011
MORGAN STANLEY SMITH BARNEY (NORWELL MA)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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