Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Krueger is a financial advisor with Harbour Investments, Inc. Daniel has been a financial advisor for over 25 years, having begun their career in 1996. Daniel is registered in multiple states, including Wisconsin, Illinois, Florida, Arizona, Iowa and Tennessee. Daniel offers financial planning and portfolio management services to individuals, businesses, and institutions. Daniel also holds the Series 6, 7, 63 and 65 licenses as well as the SIE exam certification. Daniel is dedicated to providing personalized financial advice to help clients achieve their financial 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
05/16/2016 - Present
Harbour Investments, Inc. (Burlington WI)
WI
12/16/2009 - 05/13/2016
H. BECK, INC. (ELM GROVE WI)
WI
09/08/2009 - 12/22/2009
LPL FINANCIAL CORPORATION (BROOKFIELD WI)
WI
09/10/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (BROOKFIELD WI)
MO
01/27/1999 - 09/11/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
WI
10/21/1996 - 02/09/1999
SENTRY EQUITY SERVICES, INC. (STEVENS POINT WI)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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