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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 Bezik is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Daniel has been in the securities industry since 1996 and has a wide range of experience in investment consulting, financial planning and portfolio management. Daniel is a licensed investment advisor representative in Ohio and holds several professional designations. Daniel is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Investment consulting services to institutional clients
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
12/10/2002 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
MI
08/01/1996 - 01/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/13/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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