Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ward is a financial advisor with Northwestern Mutual Investment Services, LLC. He has been in the industry for over 9 years, having previously worked at Country Capital Management Company and AXA Advisors, LLC. Daniel is registered with the state of Wisconsin and holds the Series 6 and Series 63 licenses. He is committed to providing clients with a personalized approach to financial planning, offering investment research and referrals to other advisors when needed.
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
WI
10/26/2017 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
03/07/2014 - 07/28/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (BROOKFIELD WI)
NY
03/11/2013 - 04/22/2013
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 03/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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