Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mittlesteadt is an investment advisor representative with Stonex Advisors Inc. Daniel has been in the industry since 1987. Daniel has a variety of licenses and certifications, including Series 63, Series 66, Series 7 and Series 24. Daniel also holds licenses in 36 states and 2 Investment Adviser licenses. Daniel provides a range of services to clients, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. In addition to the services provided by Stonex Advisors, Daniel is also the president of GLS Financial Consultants Inc., and works as an insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial consulting services
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.
1
2
OH
01/30/2015 - Present
Stonex Advisors Inc. (Worthington OH)
OH
01/03/1995 - 09/12/2014
WRP INVESTMENTS, INC. (WORTHINGTON OH)
OH
09/25/1987 - 12/31/1994
GREAT LAKES SECURITIES INC. (WORTHINGTON OH)
NA
05/21/1987 - 08/01/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BOTH
Issued 10/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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