Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mueller is a registered investment advisor representative with Eagle Strategies LLC. Daniel has been in the financial industry since 2012. Daniel specializes in providing financial planning and portfolio management for individuals and corporations. Daniel has experience working with high-net-worth individuals, charitable organizations, and other businesses. Daniel is also a registered insurance broker. Daniel has offices in Wall, New Jersey and New York, New York.
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.
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
NJ
03/17/2022 - Present
Eagle Strategies LLC (WALL NJ)
NJ
03/21/2016 - 04/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
07/03/2013 - 03/28/2016
MORGAN STANLEY (SEA GIRT NJ)
NY
01/01/2012 - 07/10/2013
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 11/1/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/19/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 12/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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