Unclaimed
Daniel Robert Kiessling is a financial advisor with Robert W. Baird & Co. Inc. Daniel has been in the industry since October 21, 2002 and has experience at multiple firms including Gleacher & Company Securities, Inc., BNY Capital Markets Inc. and Dresdner Kleinwort Wasserstein - Grantchester, Inc. Daniel is registered with FINRA as a general securities representative and is licensed in several states. Daniel has a strong background in the financial services industry and a commitment to providing clients with personalized financial advice and planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NJ
02/19/2013 - Present
Robert W. Baird & Co. Inc. (ROSELAND NJ)
NJ
03/03/2008 - 03/20/2013
GLEACHER & COMPANY SECURITIES, INC. (ROSELAND NJ)
NY
01/29/2003 - 03/04/2008
BNY CAPITAL MARKETS INC. (NEW YORK NY)
NY
09/02/2002 - 12/09/2002
DRESDNER KLEINWORT WASSERSTEIN - GRANTCHESTER, INC. (NEW YORK NY)
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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