Unclaimed
Daniel Entzeroth is a financial advisor with U.S. Bancorp Investments, Inc. Daniel has over 7 years of experience in the financial services industry. Daniel is licensed to provide investment advice in 33 states, including Missouri, Texas, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Virginia, Washington, Wisconsin, and Wyoming. Daniel is also registered as an investment advisor representative in Missouri and Texas. Daniel specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Daniel is a member of the Series 66, Series 7, and SIE exam holders. Daniel has been with U.S. Bancorp Investments, Inc. since October 2023. Prior to joining U.S. Bancorp Investments, Inc., Daniel was a financial advisor at Wells Fargo Advisors Financial Network, LLC. Daniel is committed to providing his clients with personalized financial advice that meets their individual needs and goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
06/07/2024 - Present
U.s. Bancorp Investments, Inc. (Chesterfield MO)
MO
07/16/2020 - 10/20/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHESTERFIELD MO)
MO
12/23/2015 - 07/16/2020
WELLS FARGO CLEARING SERVICES, LLC (CHESTERFIELD MO)
BOTH
Issued 01/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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