Daniel Aiken
Senior Vice President/Investments - Stifel
- Role
- Senior Vice President Investments - Stifel at Stifel Financial Corp.
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Daniel Aiken
Senior Vice President/Investments in our West Bend, Wisconsin office. I believe strongly…
Experience
Senior Vice President Investments - Stifel
Mar 2018 — Present · West Bend, WI, US
Various roles/positions held during this time period culminating in Senior Vice President/Investments
Education
University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.), Finance & Marketing
1998 — 2002
Skills
- Registered Investment Advisor
- 401k Rollovers
- Retirement Planning
- Finra
- Business Strategy
- Financial Services
- Fixed Income
- Long Term Care Insurance
- Relationship Management
- Small Business
- Variable Annuities
- College Savings Plans
- Tax-Advantaged Investment Strategies
- Retirement Income Strategies
- Portfolio Management
- Securities
- Iras
- Investments
- Retirement
- Bonds
- Wealth
- Asset Management
- Income Protection
- Retirement Solutions
- Term Life Insurance
- Asset Allocation
- Mutual Funds
- Tax Free Income
- Financial Advisory
- Roth Ira
- Sep Ira
- Series 63
- Investment Advisory
- 401k
- Wealth Accumulation
- Series 7
- Wealth Management
- Investment Strategies
- Alternative Investments
- Self Directed Ira
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