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 Schmitz is a financial advisor currently registered with Commonwealth Financial Network. Daniel has over 25 years of experience in the financial industry, having started his career in 1996. He has worked with various financial institutions including AXA Advisors, LLC, MONY Securities Corporation, and Wall Street Financial Group, Inc. Daniel has a strong background in securities, investments and financial planning, offering services to individuals, businesses, corporations and charitable organizations. He has earned several licenses and certifications to provide a wide range of financial services including portfolio management, investment planning, and insurance. Daniel is committed to building long-lasting relationships with clients, helping them reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
NY
06/29/2021 - Present
Commonwealth Financial Network (Rochester NY)
NY
06/01/2005 - 02/28/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/09/2002 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/04/1996 - 09/09/2002
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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