Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mell is a financial advisor registered with The Huntington Investment Co. in Toledo, OH. Daniel has been in the financial services industry for 21 years and is registered to provide investment advice in 18 states. Daniel is currently associated with The Huntington Investment Co., and previously worked at PNC Investments, The Huntington Investment Company, NatCity Investments, Inc., IFMG Securities, Inc., Charter One Securities, Inc., UBS Financial Services Inc., and Waddell & Reed, Inc. Daniel has successfully passed the Series 6, 7, 63, 66, and SIE exams. Daniel offers financial planning, portfolio management for individuals and businesses and selection of other advisers.
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.
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.
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
OH
05/31/2016 - Present
THE Huntington Investment Co. (TOLEDO OH)
OH
04/20/2011 - 05/12/2016
PNC INVESTMENTS (OREGON OH)
OH
02/02/2006 - 04/04/2011
THE HUNTINGTON INVESTMENT COMPANY (TOLEDO OH)
OH
08/25/2005 - 11/23/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
04/01/2005 - 08/18/2005
IFMG SECURITIES, INC. (PURCHASE NY)
OH
08/19/2003 - 03/25/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NJ
02/10/2003 - 08/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
KS
07/12/2002 - 12/31/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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