Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ Daniel Coogan is a financial advisor with Northwestern Mutual Investment Services, LLC, working in the Virginia Bch area. J Daniel has been a registered representative in the securities industry since 1982. J Daniel earned their Series 6, Series 22, and Series 63 licenses as well as the SIE exam. J Daniel has held registrations in Virginia and North Carolina and was previously registered with ROBERT W. BAIRD & CO. INCORPORATED.
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
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VA
01/27/1982 - Present
Northwestern Mutual Investment Services, LLC (Virginia Bch VA)
WI
03/30/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 06/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/20/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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