Unclaimed
Daniel Swedin is a registered representative with RBC Capital Markets, LLC. Daniel is licensed in Minnesota and Texas and has passed the Series 66 exam. Daniel has been in the industry since September 2024. Daniel previously worked at Town and Country Club, Target, The Cages, North Star Resource Group, Green Mill Catering and was unemployed. The firm offers a range of investment services including financial planning, portfolio management, and pension consulting.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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MN
02/13/2025 - Present
RBC Capital Markets, LLC (STILLWATER MN)
Active
Inactive
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