Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Codding Daniel is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Wellesley, MA. John has been in the financial services industry since January 1989 and has held Series 6, SIE, and Series 63 licenses. John is registered with the state of Massachusetts and 14 other states. Prior to joining Northwestern Mutual, John was with Robert W. Baird & Co. Incorporated. John is a veteran advisor and can help clients achieve their financial goals.
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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MA
01/23/1989 - Present
Northwestern Mutual Investment Services, LLC (WELLESLEY MA)
WI
12/14/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 02/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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