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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 Wheeler is a financial advisor registered with Grove Point Advisors, LLC. Daniel Wheeler has been in the industry since July 23, 2013. He is licensed to provide investment advice and services in Maryland, Florida, Kentucky, Michigan, Pennsylvania, North Carolina, and South Carolina. He holds the Series 6, 7, and 66 securities licenses as well as the SIE license. His previous experience includes working with NYLIFE SECURITIES LLC. Daniel Wheeler's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Lutherville MD)
MD
07/24/2013 - 01/04/2018
NYLIFE SECURITIES LLC (BEL AIR MD)
BOTH
Issued 05/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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