Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel C. Berssenbruegge is an investment advisor representative with The Huntington Investment Co. Daniel has been in the industry since 2012 and is registered to provide investment advice in multiple states. Daniel has passed a variety of industry exams, including the Uniform Combined State Law Examination and the General Securities Representative Examination. Daniel has previous experience with Cambridge Investment Research, Inc. and PNC INVESTMENTS. Daniel's expertise includes portfolio management for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/15/2023 - Present
THE Huntington Investment Co. (West Chester OH)
OH
01/06/2022 - 06/02/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (West Chester OH)
OH
05/05/2014 - 04/17/2020
THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)
OH
03/31/2011 - 04/25/2013
PNC INVESTMENTS (CINCINNATI OH)
KY
02/19/2009 - 08/21/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
01/01/2008 - 05/29/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
09/26/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 06/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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