Unclaimed
Daniel Frizzell is a financial advisor registered with Fifth Third Securities, Inc. Daniel has been in the financial industry for over 20 years, and has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. Daniel has experience working with clients in a variety of investment areas, including retirement planning, college savings, and wealth management. Daniel is committed to providing his clients with personalized financial advice and guidance to help them reach their financial aspirations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor 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.
1
2
OH
08/03/2017 - Present
Fifth Third Securities, Inc. (Westerville OH)
OH
06/09/2014 - 08/02/2017
CITIZENS SECURITIES, INC. (TOLEDO OH)
OH
11/18/2002 - 06/06/2014
THE HUNTINGTON INVESTMENT COMPANY (MARION OH)
BOTH
Issued 03/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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