Unclaimed
Daniel Devine is a financial advisor who has been in the industry since 2013. He currently works for Northwestern Mutual Investment Services, LLC. Daniel has a Series 6 and Series 63 license and holds a SIE designation. He is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 22 states.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IA
09/09/2013 - Present
Northwestern Mutual Investment Services, LLC (AMES IA)
BC
Issued 11/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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