Daniel Aiken Email & Phone Number
Senior Vice President and Investments - Stifel @ Stifel Financial Corp.
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Daniel Aiken Location
- Milwaukee, WI, US
Daniel Aiken Work
- 2018 - now Senior Vice President and Investments - Stifel @
- 2005 - 2018 First Vice President - Financial Advisor @
- 2005 - 2005 Financial Advisor and Team Leader @ Wells Fargo Funds
- 2002 - 2005 Financial Advisor @ Strong Investments
Daniel Aiken Education
- University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.) (Finance & Marketing)
1998 - 2002
Daniel Aiken Skills
- Asset Management
- Investment Advisory
- Retirement
- Investments
- Wealth Management
- Alternative Investments
- Portfolio Management
- Finance
- Asset Allocation
- Retirement Planning
- Series 63
- Mutual Funds
- Series 7
- Financial Planning
- 401k
- Fixed Income
- Financial Services
- Financial Advisory
- Financial Analysis
- Relationship Management
- Investment Strategies
- IRAs
- Roth IRA
- Bonds
- Municipal Bonds
- Life Insurance
- Wealth Accumulation
- Variable Annuities
- Fixed Annuities
- Annual Giving
- SEP IRA
- Self Directed IRA
- College Savings Plans
- Income Protection
- Registered Investment Advisor
- Long Term Care Insurance
- Term Life Insurance
- Retirement Savings
- Retirement Solutions
- Retirement Income Strategies
- Small Business
- Business Strategy
- Tax Free Income
- Tax-advantaged Investment Strategies
- Wealth
- FINRA
- Securities
- 401k Rollovers
- Tax Advantaged Investment Strategies
Daniel Aiken Summary
- Daniel Aiken, based in Milwaukee, WI, US, is currently a Senior Vice President and Investments - Stifel at Stifel Financial Corp.. Daniel Aiken brings experience from previous roles at Ziegler, Wells Fargo Funds and Strong Investments. Daniel Aiken holds a 1998 - 2002 Bachelor of Business Administration (B.B.A.) in Finance & Marketing @ University of Wisconsin-Oshkosh. With a robust skill set that includes Asset Management, Investment Advisory, Retirement, Investments, Wealth Management and more. Daniel Aiken has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Stifel Financial Corp. Employees
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