Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Markese is a financial advisor with Accurate Wealth Management, LLC. He has over 10 years of experience in the financial services industry. Daniel is a Certified Financial Planner and holds the Series 65, Series 6TO and SIE licenses. He provides financial planning services to individuals and families. Daniel is committed to helping his 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
01/15/2025 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
IA
Issued 07/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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