Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thomas Lloyd is a financial professional with over 17 years of experience in the industry. Daniel is a registered representative of MWA Financial Services Inc. and is currently registered in 42 states and the District of Columbia. Daniel is also a registered investment advisor representative in Wisconsin. Daniel has a wide range of experience, having previously worked at Catholic Financial Services Corporation and Ameritas Investment Corp. He has also worked with numerous insurance companies, including Blue Cross Blue Shield of Wisconsin, CompCare Health Services Ins, Standard Ins Co., UnitedHealthcare Ins Co., Wisconsin Physicians Service Ins Co., and WPS Health Plan. Daniel is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management, and selection of other advisors. He is committed to helping clients achieve their financial goals and offers a variety of services, including financial planning, investment management, and insurance.
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.
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.
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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2
WI
02/11/2019 - Present
MWA Financial Services Inc. (MILWAUKEE WI)
WI
03/31/2010 - 08/31/2012
CATHOLIC FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
WI
10/27/2006 - 04/07/2010
AMERITAS INVESTMENT CORP. (MILWAUKEE WI)
WI
08/10/2005 - 11/21/2006
WOODBURY FINANCIAL SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 11/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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