Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Berzinskas is a Registered Representative (Series 7 and 63) and Investment Advisor Representative (Series 65) at Valmark Advisers, Inc., with over 7 years of experience in the financial services industry. Prior to joining Valmark Advisers, Inc., Daniel worked at various financial institutions such as J.P. Morgan Securities LLC, LPL Financial LLC, Citizens Securities, Inc. and The Huntington Investment Company. Daniel's experience and expertise extend to working with a wide range of clients, including individuals, families, businesses, and retirement 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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
OH
11/19/2021 - Present
Valmark Advisers, Inc. (Akron OH)
OH
11/05/2020 - 11/16/2021
THE HUNTINGTON INVESTMENT COMPANY (Akron OH)
OH
08/16/2019 - 11/03/2020
CITIZENS SECURITIES, INC. (CANTON OH)
OH
01/18/2019 - 08/15/2019
W&S BROKERAGE SERVICES, INC. (HUDSON OH)
OH
01/16/2018 - 06/18/2018
LPL FINANCIAL LLC (CUYAHOGA FALLS OH)
OH
12/09/2013 - 01/23/2018
J.P. MORGAN SECURITIES LLC (AURORA OH)
IA
Issued 12/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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