Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Michael Grix is an Investment Advisor Representative with Success Wealth Management LLC in Wexford, PA. Daniel has been in the financial services industry since 2018. Daniel is also an Insurance Agent and provides insurance sales and services at Modern District Financial in Traverse City, MI. Daniel specializes in financial planning and portfolio management. He holds a Series 65 license and is registered with the state of Michigan.
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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MI
07/08/2024 - Present
Success Wealth Management LLC (TRAVERSE CITY MI)
IA
Issued 07/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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