Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Q Scharff is a financial advisor at Northwestern Mutual Investment Services, LLC. Daniel has been in the financial services industry since October 2002 and has a broad range of experience in providing financial advice to clients. Daniel holds a Series 6, 7, 63, and 66 licenses and is registered to provide investment advice in 20 states, including Missouri, Illinois, California, and Florida. Daniel also holds the SIE designation. In addition to investment advice, Daniel also works with clients on non-qualified executive benefit and compensation plan design and consulting.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MO
06/07/2012 - Present
Northwestern Mutual Investment Services, LLC (SAINT LOUIS MO)
BOTH
Issued 10/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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