Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vieland is a registered representative with Stratos Wealth Partners, Ltd. Daniel has been in the financial services industry since 2004. Daniel is licensed to provide investment advice in Ohio, Louisiana and Texas. Daniel is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Daniel's firm, Stratos Wealth Partners, Ltd., provides financial planning, portfolio management, and pension consulting services. The firm is a registered investment adviser with the Securities and Exchange Commission (SEC).
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
OH
11/06/2017 - Present
Stratos Wealth Partners, Ltd. (CLYDE OH)
OH
01/22/2015 - 11/15/2017
J.P. MORGAN SECURITIES LLC (NEWTON FALLS OH)
OH
10/19/2012 - 02/03/2015
CHARLES SCHWAB & CO., INC. (WESTLAKE OH)
OH
04/19/2010 - 10/02/2012
EDWARD JONES (GRAFTON OH)
OH
04/10/2008 - 05/11/2010
TD AMERITRADE, INC. (BEACHWOOD OH)
OH
10/24/2006 - 04/02/2008
CHASE INVESTMENT SERVICES CORP. (CLEVELAND OH)
OH
02/13/2006 - 10/13/2006
CCO INVESTMENT SERVICES CORP. (CLEVELAND OH)
KS
12/14/2001 - 10/15/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
10/12/2001 - 12/12/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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