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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 Dueweke is a financial advisor associated with Commonwealth Financial Network, and has been working in the industry since 2000. Daniel has been registered with Commonwealth Financial Network since July 2024 and holds the Series 7, Series 63, and Series 65 licenses. Daniel is a Certified Financial Planner™ professional. Daniel has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Daniel also works with Shoreline Wealth Partners, a private entity. Daniel has previously been associated with CETERA INVESTMENT SERVICES LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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
MI
07/29/2024 - Present
Commonwealth Financial Network (Bay City MI)
MI
07/31/2006 - 07/26/2024
CETERA INVESTMENT SERVICES LLC (IONIA MI)
MI
10/31/2002 - 07/27/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAGINAW MI)
NY
01/04/2000 - 10/28/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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