Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schroeder is a financial advisor with Bankers Life Advisory Services, Inc.. Daniel holds Series 7 and 66 securities licenses. Daniel's background includes experience as an insurance agent with Bankers Life and as a financial professional with ProEquities, Inc.. Daniel has been in the financial services industry since 2015. Daniel is registered with the state of Indiana and other states to provide financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
02/08/2018 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IN
01/22/2015 - 02/05/2016
PROEQUITIES, INC. (FORT WAYNE IN)
BOTH
Issued 02/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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