Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vanwinkle is an investment advisor representative with Principal Securities, Inc. with over 18 years of experience in the industry. Daniel holds a Series 7, Series 24, Series 66 and Series 99TO license and is registered to provide investment advice in Iowa. Daniel has previously worked with Cambridge Investment Research, Inc., VSR Financial Services, Inc., and Principal Life Insurance Company.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
03/11/2021 - Present
Principal Securities, Inc. (DES MOINES IA)
GA
04/07/2010 - 02/15/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
KS
12/01/2008 - 03/23/2010
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
IA
06/16/2004 - 12/03/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 07/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2005
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 06/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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