Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Howard Bernzweig is a registered representative with Valley Financial Management, Inc. and Valley Wealth Managers, Inc. Daniel has been in the securities industry since May 3, 2001. Daniel is a Chartered Financial Analyst. Daniel has passed the Series 4, Series 7, Series 24 and Series 63 exams. Daniel specializes in working with individuals and high-net-worth individuals. Daniel has been with Valley Financial Management, Inc. since April 2022. Daniel has been with Valley Wealth Managers, Inc. since March 2024. Daniel is registered in Arizona, California, Florida, Illinois, New Jersey and New York.
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.
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
NY
07/15/2021 - Present
Valley Financial Management, Inc. (NEW YORK NY)
BC
Issued 03/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2021
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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