Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert House is a financial advisor with over 12 years of experience in the industry. He has served as an investment advisor representative for Equity Services, Inc. since 2014 and previously worked for Northwestern Mutual Investment Services, LLC. Daniel specializes in working with individuals, families, corporations, and charitable organizations to help them achieve their financial goals. He holds the Series 6, 7, 63, 65, 52, 53, and 24 licenses. Daniel is also a Certified Financial Planner. He is a member of the board of directors for TREEWILD, a 501(c)3 organization.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
VT
10/26/2021 - Present
Equity Services, Inc. (MONTPELIER VT)
VT
06/13/2011 - 03/03/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLCHESTER VT)
IA
Issued 12/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/14/2014
Series 4 - Registered Options Principal Examination
BC
Issued 06/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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