Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Weingartner is a financial advisor who has been in the industry for over 14 years. He is registered with CoreCap Advisors and is licensed in Alabama, Florida, Indiana, Kentucky, Maryland, New York, Ohio, Pennsylvania, and Texas. Daniel Weingartner is a Certified Financial Planner™ and has extensive experience in financial planning, portfolio management, and education seminars. He is committed to providing customized financial advice to individuals, families, and businesses.
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.
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.
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
MI
08/15/2023 - Present
Corecap Advisors (SOUTHFIELD MI)
OH
12/19/2020 - 01/27/2021
NYLIFE SECURITIES LLC (CINCINNATI OH)
OH
05/12/2020 - 11/09/2020
PRUCO SECURITIES, LLC. (CINCINNATI OH)
OH
02/26/2018 - 04/28/2020
TD AMERITRADE, INC. (WEST CHESTER OH)
KY
08/19/2009 - 02/26/2018
SCOTTRADE, INC. (FLORENCE KY)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/21/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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