Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Megaludis is a financial professional with over 35 years of experience in the financial services industry. Daniel is a registered representative of Northwestern Mutual Investment Services, LLC, and an investment advisor representative in Pennsylvania. Daniel is also a registered representative in 32 other states. Daniel has a broad range of experience in the financial services industry. Daniel's previous experience includes working for Robert W. Baird & Co. Incorporated. Daniel has earned the Series 6, 7, 63 and 66 licenses and the SIE exam.
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
PA
02/17/2006 - Present
Northwestern Mutual Investment Services, LLC (Monroeville PA)
WI
02/17/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 02/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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