Unclaimed
Daniel Vosskuhler is a financial professional registered with Principal Securities, Inc., a firm with a strong commitment to providing comprehensive financial planning and investment management services. Daniel is actively licensed in Arizona, and holds Series 66, Series 7TO, and SIE licenses. Daniel has been working in the financial services industry since 2020, and has prior experience with Wells Fargo Advisors Financial Network, LLC, Vanguard Marketing Corporation, and Equitable Advisors, LLC.
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
AZ
03/30/2023 - Present
Principal Securities, Inc. (PHOENIX AZ)
AZ
06/23/2022 - 11/30/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
AZ
07/14/2021 - 05/09/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
12/23/2020 - 03/31/2021
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
BOTH
Issued 11/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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