Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Daniels is a financial advisor with Northwestern Mutual Investment Services, LLC. Matthew has been working in the financial services industry since 2007. Matthew holds both Series 7 and Series 66 licenses. Matthew specializes in investment research and referrals to other advisors. Matthew is registered to provide investment advice in Michigan.
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
MI
11/12/2019 - Present
Northwestern Mutual Investment Services, LLC (TROY MI)
OR
01/03/2017 - 01/28/2019
STANCORP EQUITIES, INC. (PORTLAND OR)
MI
02/04/2015 - 10/18/2016
M HOLDINGS SECURITIES, INC. (DETROIT MI)
MI
12/09/2011 - 01/16/2015
PRINCOR FINANCIAL SERVICES CORPORATION (SOUTHFIELD MI)
MI
04/01/2010 - 10/04/2011
SENTINEL SECURITIES, INC. (CLARKSTON MI)
MI
08/27/2009 - 02/01/2010
CUNA BROKERAGE SERVICES, INC. (ROCHESTER HILLS MI)
MI
08/01/2007 - 08/26/2009
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
BOTH
Issued 10/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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