Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel San juan Barizo has been in the financial services industry since August 21, 2000. Daniel is currently registered with Northwestern Mutual Investment Services, LLC. Daniel has Series 6 and Series 63 licenses and the SIE exam. Daniel holds active registrations in California, District of Columbia, Maryland and New York. Prior to working at Northwestern Mutual Investment Services, LLC, Daniel worked at ROBERT W. BAIRD & CO. INCORPORATED in Milwaukee, WI.
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
MD
08/21/2000 - Present
Northwestern Mutual Investment Services, LLC (HAGERSTOWN MD)
WI
08/21/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 09/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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