Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schweikhart is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Daniel is a registered representative in Indiana and Texas. Daniel has been in the financial industry since August 12, 2020. Prior to joining Wells Fargo Advisors Financial Network, LLC, Daniel was a financial advisor at Edward Jones.
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.
Investment consulting services to institutional clients
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
IN
01/24/2025 - Present
Wells Fargo Advisors Financial Network, LLC (EVANSVILLE IN)
IN
11/23/2020 - 10/25/2022
EDWARD JONES (EVANSVILLE IN)
MO
10/15/2019 - 01/24/2020
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/06/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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