Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel R Lagerborg is a financial advisor at Northwestern Mutual Investment Services, LLC. Daniel has been in the financial industry since January 7, 2003. Daniel is registered as a Broker-Dealer in 46 states and as an Investment Advisor in 1 state. Daniel has earned the Series 6, 7, 26, 63 and 65 licenses and the SIE exam. Daniel is also licensed to sell insurance products.
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
CO
07/18/2007 - Present
Northwestern Mutual Investment Services, LLC (DENVER CO)
IA
Issued 07/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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