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 registered investment advisor representative with Moors & Cabot, Inc. He is based in Keokuk, IA. Daniel Krueger has been in the industry since 1993 and has a wide range of experience in the financial services field. He specializes in providing financial planning services, pension consulting, and portfolio management for both businesses and individuals. Daniel Krueger holds licenses and certifications in various areas, including the Series 7, 6, 63, 24 and 65 exams.
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.
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.
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.
1
2
FL
11/05/2021 - Present
Moors & Cabot, Inc. (NAPLES FL)
IA
03/24/2014 - 11/05/2021
B.B. GRAHAM & COMPANY, INC. (KEOKUK IA)
IA
08/20/1993 - 04/17/2014
KRUEGER BROKERAGE INC. (KEOKUK IA)
IA
Issued 03/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2004
Series 4 - Registered Options Principal Examination
BC
Issued 03/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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