Stephen McDanald, financial advisor Huntington WV
96 score

Stephen McDanald

CRD Number: 1277774
Current Firm: Northwestern Mutual Investment Services,llc

Stephen McDanald (CRD# 1277774) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Huntington, WV and has over 32 years of experience in the finance industry. Stephen McDanald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC Proctorville, OH Jan 2014 - Current 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2012 - Current 4
Northwestern Mutual Life/nmis Milwaukee, WI Aug 1985 - Current 31
Northwestern Mutual Investment Services, LLC Milwaukee, WI Aug 1985 - Current 31
Northwestern Mutual Investment Servives, LLC Ashland, KY Jan 2006 - Jan 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Stephen R. McDanald
Phone Number: 866-664-7737
Registered State(s):
  • KY
  • WV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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