Unclaimed
Daniel Witte is an active investment advisor representative registered with Northwestern Mutual Investment Services, LLC. Daniel is a Series 63, Series 6TO, Series 26, and SIE licensed advisor with experience in the industry since January 2021. Daniel Witte is registered with the states of Arizona, California, District of Columbia, Hawaii, Iowa, Minnesota, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, North Dakota, Oregon, Rhode Island, South Dakota, Utah, Vermont, Washington, Wisconsin, and Wyoming. Daniel is currently located at the Northwestern Mutual Investment Services, LLC branch office in Milwaukee, WI.
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
01/11/2021 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
BC
Issued 01/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Witte is the right advisor for you? Invested Better is here to help.