Unclaimed
Daniel Kenneth Midgley is a registered representative with Fifth Third Securities, Inc. Daniel has been in the securities industry since 1992. Daniel has a combined 19 years of experience with both Fifth Third Securities, Inc. and U.S. BANCORP INVESTMENTS, INC.. Daniel is registered to provide investment advice in 16 states. Daniel has a Series 66, Series 7 and SIE licenses. Daniel is currently registered with Fifth Third Securities, Inc. in the state of Ohio.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
1
2
OH
07/30/2017 - Present
Fifth Third Securities, Inc. (CONCORD OH)
OH
04/29/2004 - 07/31/2017
U.S. BANCORP INVESTMENTS, INC. (BEACHWOOD OH)
OH
03/15/1999 - 04/19/2004
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IA
10/25/1994 - 03/15/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
09/12/1991 - 09/15/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/12/1991 - 09/15/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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