Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Anthony Renel is a financial professional with over 38 years of experience in the securities industry. Daniel is currently registered with Concourse Financial Group Securities, Inc. in Rochester, Michigan. Previously, Daniel was affiliated with Rampart Financial Services, Inc. in Doylestown, Pennsylvania; WMA Securities, Inc. in Duluth, Georgia; MML Investors Services, Inc. in Springfield, Massachusetts; and Massachusetts Mutual Life Insurance Company. Daniel holds the Series 6, Series 63, and SIE licenses and is registered in Florida, Michigan, Pennsylvania, and Texas.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
07/26/2012 - Present
Concourse Financial Group Securities, Inc. (ROCHESTER MI)
PA
11/02/2001 - 07/02/2012
RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
GA
01/07/1998 - 08/27/2001
WMA SECURITIES, INC. (DULUTH GA)
MA
06/06/1983 - 12/31/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/10/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 02/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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