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Financial Planning Consultant at Principal Financial Group|Jacksonville, Florida, United States

Position:

Financial Planning Consultant at Principal Financial Group

Location:

Jacksonville, Florida, United States

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Last updated: 2025-09-15
Updated: 2025-09-15

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Work Experience 6 years

Financial Planning Consultant at Principal Financial Group

Aug 2024 - Current

Financial Agent at State Farm

Jan 2024 - Aug 2024

Workplace Planning And Advice at Fidelity Investments

May 2022 - Oct 2023

Day Trader at Self Employed

Jul 2021 - May 2022

Firmwide Services And Banking Operations at Morgan Stanley

May 2020 - Jul 2021

Daniel started working in 2020, then the employee has changed 4 companies and 4 jobs. On average, Daniel works for one company for 1 year 2 months.

Education

Bachelor of Applied Science - BASc at University of Maryland

Frequently Asked Questions

What is Daniel's minimum period of employment in the companies?

Daniel's minimum period of employment in various companies is 7 months.

What is Daniel's average duration of employment for different companies?

On average, Daniel works for one company for 1 year

What industries has Daniel worked in?

Daniel works in the Financial Services. Previously, Daniel worked in the Insurance.

What positions has Daniel held before?

Previously, Daniel worked as a Financial Agent, and Workplace Planning And Advice, and Day Trader, and Firmwide Services And Banking Operations.

How do I contact Daniel?

Daniel's phone number is +1-205-***-**62. Sign up to get contact details.

Who is the President/CEO/Director of the Principal Financial Group?

The President/CEO/Director of the Principal Financial Group is Janis Benson Winterhof

Who are Daniel's peers at other companies?

Daniel's peers at other companies are Gary Man and Holly So and mugerah lenah

Daniel Namesakes

Name
Company
Position
ESSD
Substitute Teacher

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Other employees at Principal Financial Group

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Company
Position
Principal Financial GroupS
Bilingual Customer Experience Specialist 2
Principal Financial GroupJ
Vice President & Associate General Counsel
Principal Financial GroupM
Financial Analyst III - Direct Lending & GA Pricing
Principal Financial GroupM
Strategist, Event Experience Planning

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