Unclaimed
Daniel Robert Weizel is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Daniel Weizel has been in the financial services industry since July 2012. Daniel Weizel is licensed to provide investment advice in 19 states, including Texas, California, and New York. Daniel Weizel is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RA). Daniel Weizel has passed the Series 6, Series 63, and SIE 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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
06/18/2015 - Present
Northwestern Mutual Investment Services, LLC (DALLAS TX)
BC
Issued 10/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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