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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jokela is an Investment Advisor Representative with U.S. Bancorp Advisors, LLC. Daniel has been in the industry since 2001. Daniel's current firm is located in St. Paul, MN and Glendale, CA. He is also an Investment Advisor Representative with U.S. Bancorp Investments, Inc. which is located in Saint Paul, MN. He has been registered with this firm since November 2013. Daniel is registered to provide securities-related advice in California, Illinois, Minnesota and Pennsylvania. Daniel has passed multiple FINRA exams, including the Series 6, 7, 52, 53, 55, 57, 63 and 65. He is also a registered principal.
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.
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.
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MN
08/04/2023 - Present
U.s. Bancorp Advisors, LLC (St. Paul MN)
MI
07/13/2001 - 01/31/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 04/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/23/2023
Series 4 - Registered Options Principal Examination
BC
Issued 08/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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