Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mark Beruvides is a registered representative with Wells Fargo Clearing Services, LLC in Atlanta, GA. Daniel has been in the securities industry since 2014 and has held registrations in both Georgia and Texas. Daniel is currently registered with Wells Fargo Clearing Services, LLC and previously was registered with E*TRADE SECURITIES LLC. Daniel Mark Beruvides has a series 7 license, a series 63 license, and a series 66 license. Daniel is also registered as an Investment Advisor Representative in Texas and Georgia. Daniel provides investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses.
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
GA
06/10/2016 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
06/11/2014 - 05/20/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 12/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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