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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Michael Marolis is an investment advisor representative with MAI Capital Management, LLC. Daniel has been in the industry since 2014 and holds licenses in Alabama. Daniel is registered with the state of Alabama as an Investment Advisor Representative. Daniel earned the Series 6, SIE, and Series 65 licenses to perform investment advisory functions. Daniel has experience working with individuals, high-net-worth individuals, investment companies, corporations, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Daniel is also associated with Trelor & Heisel, Inc. where Daniel works in fixed insurance sales, accident and health insurance products, and property & casualty insurance.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
FL
07/24/2024 - Present
MAI Capital Management, LLC (Tampa FL)
PA
04/27/2016 - 12/19/2016
MML INVESTORS SERVICES, LLC (NEW CASTLE PA)
IA
Issued 04/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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