Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Albert Marnik is an investment advisor representative registered with Apollon Wealth Management, LLC. Daniel has been in the industry for over 20 years and has experience in both retail and institutional investments. Daniel is registered with the state of Massachusetts as an Investment Advisor Representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
SC
03/26/2024 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
MA
02/23/2023 - 03/01/2024
OSAIC WEALTH, INC. (BRAINTREE MA)
MA
07/14/2020 - 02/20/2023
INFINEX INVESTMENTS, INC. (ARLINGTON MA)
MA
10/17/2007 - 07/03/2020
CITIZENS SECURITIES, INC. (STOUGHTON MA)
MA
02/13/2007 - 10/15/2007
UVEST FINANCIAL SERVICES GROUP, INC. (ATTLEBORO MA)
MA
09/21/2005 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (ATTLEBORO MA)
NY
03/08/2002 - 09/09/2005
IFMG SECURITIES, INC. (PURCHASE NY)
MA
07/28/1999 - 01/14/2002
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
01/11/1999 - 07/28/1999
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
MA
05/23/1997 - 06/12/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 09/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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