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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 Wolodkiewicz is a financial advisor with Equity Services, Inc., a financial services firm with offices in Beavercreek, OH and Montpelier, VT. Daniel has been in the industry since April 7, 1999 and holds multiple licenses and certifications, including the Series 7, 63, and 65 licenses, as well as the SIE exam. Daniel is also a Certified Financial Planner. Daniel has experience providing financial planning and investment management services to individuals, families, and small 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.
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.
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.
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2
OH
03/19/2003 - Present
Equity Services, Inc. (BEAVERCREEK OH)
NY
04/07/1999 - 03/11/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/07/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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