Unclaimed
Ricky Danh is a registered representative with Northwestern Mutual Investment Services, LLC. Ricky has been in the financial services industry since 2022. Ricky has a Series 7TO, Series 63, and SIE licenses. Ricky is registered with the state of Texas. Ricky previously worked at CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC.
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
TX
04/16/2024 - Present
Northwestern Mutual Investment Services, LLC (IRVING TX)
TX
09/01/2023 - 01/18/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
11/12/2022 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 01/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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