Daniel
Guadalupe

Northwestern Mutual Investment Services, LLC

CRD#7855854
Investment Advisor
in Mount Pleasant, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Guadalupe is a financial advisor based in Mount Pleasant, South Carolina, working with Northwestern Mutual Investment Services, LLC. Daniel has previously held positions at Delamar Hotel, Western And Southern Life, Student, Cadc LLC, Federal Public Defenders, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Services LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Daniel is part of Northwestern Mutual Investment Services, LLC, which operates out of Mount Pleasant, South Carolina. The firm has 2,537 employees and offers various services. The fee structure at Northwestern Mutual Investment Services, LLC includes fixed and other fees.

Certifications and Registrations

Series 66

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

235 Magrath Darby Blvd Suite 120
Mount Pleasant, SC 29464

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,537

SC Average: 43

Investment Advisory Services

  • Other

Daniel Guadalupe Work History

2024 - Present (0 year)

Northwestern Mutual Life Insurance Company

2024 - Present (0 year)

Northwestern Mutual Investment Services LLC

2023 - Present (1 year)

Western And Southern Life

2023 - 2023 (< 1 year)

Student

2021 - 2022 (1 year)

Cadc LLC

2021 - 2021 (< 1 year)

Federal Public Defenders

2019 - 2021 (2 years)

Student

2018 - 2018 (< 1 year)

Delamar Hotel

2016 - 2018 (2 years)

Student

2014 - 2016 (2 years)

Student

Disclosures

Please visit the SEC profile of Daniel Guadalupe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwestern Mutual Investment Services,LLC

Zachary Motl
Sioux Falls, SD
Alexander Pohlmann
West Des Moines, IA
Reem Rawashdeh
Omaha, NE
Stephanie Watson
New York, NY
Ronald Coulson
Leawood, KS
Anthony Fabris
Mequon, WI
Drew Snodgrass
Springfield, IL
William Vincent
Peachtree Corners, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started