Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Michael has been in the financial industry since 1986 and is currently an investment advisor representative at Harbour Investments, Inc. Daniel has a combined 20+ years of experience working at various firms such as Workman Securities Corporation, Mariner Financial Services, Inc., SunAmerica Securities, Inc., and Royal Alliance Associates, Inc. Daniel holds Series 63, 66, and 7 licenses. He has expertise in various areas including investments, financial planning, and portfolio management. Daniel is currently registered with the state of Florida, Illinois, Minnesota, Nebraska, Nevada, and Wisconsin.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
08/15/2001 - Present
Harbour Investments, Inc. (EDINA MN)
MN
07/07/1993 - 08/15/2001
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
FL
07/29/1991 - 07/08/1993
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
AZ
04/19/1990 - 07/25/1991
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
11/19/1989 - 04/27/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
04/04/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
MN
04/25/1986 - 04/15/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 08/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Michael is the right advisor for you? Invested Better is here to help.
