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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Janiszewski is an investment advisor representative with Principal Asset Management. Daniel has been in the industry since 2001 and has been registered with Principal Asset Management since 2018. Daniel has passed several exams including Series 6, 7, 63 and 66 as well as the SIE exam. Daniel is registered to provide investment advice in Illinois, Indiana, Kentucky, Michigan, Ohio and Wisconsin. Daniel specializes in providing investment advice to individuals, businesses, investment companies and pooled investment vehicles. Daniel also has experience working with insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Charge on a cost allocation basis to principal life
1
2
IL
10/23/2018 - Present
Principal Asset Management (La Grange IL)
IA
11/06/2007 - 09/26/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IL
12/18/1998 - 08/10/2001
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 03/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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