Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Peluse is a financial advisor with Onedigital Investment Advisors. Daniel has been in the industry since 2004. Daniel has licenses in Tennessee, Texas, and many other states. Daniel specializes in providing financial advice to individuals, businesses, and retirement plans.
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.
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.
1
2
TN
04/16/2024 - Present
Onedigital Investment Advisors (Nashville TN)
KS
07/03/2024 - 08/23/2024
TRIAD ADVISORS LLC (Overland Park KS)
IL
06/21/2013 - 05/02/2024
WINTRUST INVESTMENTS LLC (CHICAGO IL)
IL
06/01/2009 - 07/11/2013
MORGAN STANLEY (LISLE IL)
IL
11/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GENEVA IL)
IL
04/15/2004 - 11/21/2008
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
IA
Issued 05/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Peluse is the right advisor for you? Invested Better is here to help.
