Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ciez is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Jacksonville Wealth Management and has previously held positions at WADDELL & REED, INC., FIRST ALLIED SECURITIES, INC., FSC SECURITIES CORPORATION, FAIRCHILD FINANCIAL GROUP, INC., and F.N. WOLF & CO., INC. Daniel is a licensed insurance agent and has a variety of designations and licenses, including Series 7, Series 24, and Series 63. Daniel provides a range of services, including financial planning and portfolio management for individuals and businesses. Daniel is committed to providing clients with personalized financial advice and guidance.
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.
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.
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2
FL
01/06/2023 - Present
Jacksonville Wealth Management (JACKSONVILLE FL)
FL
12/06/2001 - 05/08/2013
WADDELL & REED, INC. (JACKSONVILLE FL)
CA
07/18/2000 - 12/07/2001
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
GA
12/07/1999 - 07/19/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
07/19/1995 - 11/17/1999
FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)
NY
07/11/1994 - 08/18/1995
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NA
05/03/1993 - 08/02/1994
F.N. WOLF & CO., INC.
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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