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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wohl is a financial advisor with over 16 years of experience in the financial services industry. Daniel is a Certified Financial Planner and is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel is a highly experienced advisor who has held prior roles at J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., and Chase Investment Services Corp. Daniel Wohl is licensed to provide advisory services in multiple states and is committed to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
12/13/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
MI
10/01/2008 - 08/25/2016
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
06/14/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BLOOMFIELD HILLS MI)
MI
05/16/2006 - 06/01/2007
CHASE INVESTMENT SERVICES CORP. (HUNTINGTONWOOD MI)
BOTH
Issued 09/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/15/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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