Unclaimed
Daniel Schwoegl is an investment advisor representative at Fifth Third Securities, Inc. Daniel has been in the industry for 2 years and is registered with the state of Ohio. Daniel holds the Series 63, 65, and SIE licenses. Daniel's areas of specialization include mutual funds, variable annuities, retirement planning, and college savings plans.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/05/2024 - Present
Fifth Third Securities, Inc. (PICKERINGTON OH)
IA
Issued 2/5/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/6/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/1/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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