Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Herrema is an investment advisor representative with Woodstock Wealth Management, Inc. Daniel has been working in the financial services industry since 1999. Daniel currently works out of the Stuart, FL branch office. Daniel has a Series 63, Series 65, Series 7, Series 24, and SIE license. Daniel has a long and varied work history. In addition to working with Woodstock Wealth Management, Inc., Daniel also worked with Woodstock Financial Group, Inc., Raymond James Financial Services, Inc., Prudential Securities Incorporated, Medallion Equities, Inc., Raikes Financial Group Inc., and Triad Advisors, Inc. Daniel's areas of expertise include portfolio management for individuals and businesses, and financial planning. Daniel is also licensed to sell non-securities insurance products.
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.
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.
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.
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FL
11/13/2018 - Present
Woodstock Wealth Management, Inc. (Stuart FL)
GA
02/08/2006 - 12/31/2014
WOODSTOCK FINANCIAL GROUP, INC. (ROSWELL GA)
GA
12/17/2002 - 02/09/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROSWELL GA)
NY
11/01/2000 - 12/19/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
GA
02/08/2000 - 09/22/2000
MEDALLION EQUITIES, INC. (MARIETTA GA)
GA
11/19/1999 - 02/24/2000
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
GA
10/19/1999 - 11/11/1999
TRIAD ADVISORS, INC. (ATLANTA GA)
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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