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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Duric is a financial advisor registered with Citizens Securities, Inc. Daniel Duric is a registered Investment Advisor Representative and a Registered Representative. Daniel Duric is licensed in Ohio. Daniel Duric has worked in the financial services industry for more than 12 years. Daniel Duric has his Series 63, Series 65, Series 7TO and Series 6 securities licenses, along with his SIE exam. Daniel Duric specializes in Portfolio Management for Individuals, Financial Planning, and Selection of Other Advisers. Daniel Duric has a strong understanding of the financial markets and a commitment to providing clients with personalized advice and guidance. Daniel Duric has worked for Citizens Securities, Inc. for more than 5 years. Daniel Duric also previously worked for Key Investment Services LLC and KeyBank. Daniel Duric has a strong track record of helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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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OH
01/29/2025 - Present
Citizens Securities, Inc. (MENTOR ON THE LAKE OH)
OH
07/02/2018 - 08/10/2020
CITIZENS SECURITIES, INC. (CLEVELAND OH)
IA
Issued 12/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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