Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Scott Weber is a financial professional with over 18 years of experience in the financial services industry. Daniel is a registered representative with Stifel, Nicolaus & Company, Inc. Daniel is located in NAPERVILLE, IL and has been with Stifel, Nicolaus & Company, Inc. since 2015. Prior to joining Stifel, Nicolaus & Company, Inc., Daniel worked at STERNE, AGEE & LEACH, INC., STONE & YOUNGBERG LLC, CAROLINA CAPITAL MARKETS, INC., ANB FINANCIAL GROUP, LLC, RBC DAIN RAUSCHER INC., and PERFORMANCE TRUST CAPITAL PARTNERS, INC.. Daniel holds a Series 7, Series 24, and Series 63 securities license and the SIE exam.
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.
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
IL
06/05/2015 - Present
Stifel, Nicolaus & Company, Inc. (NAPERVILLE IL)
IL
11/16/2011 - 06/05/2015
STERNE, AGEE & LEACH, INC. (LISLE IL)
IL
07/26/2011 - 10/20/2011
STONE & YOUNGBERG LLC (CHICAGO IL)
NC
03/27/2009 - 07/22/2011
CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)
IL
03/06/2007 - 05/10/2008
ANB FINANCIAL GROUP, LLC (CHICAGO IL)
IL
04/03/2006 - 02/23/2007
RBC DAIN RAUSCHER INC. (CHICAGO IL)
IL
01/10/2005 - 03/24/2006
PERFORMANCE TRUST CAPITAL PARTNERS, INC. (CHICAGO IL)
IL
07/07/2004 - 01/03/2005
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
BC
Issued 08/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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