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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 Terrill Russler is a wealth advisor with Sequoia Financial Group, LLC. He has been with the firm since September 2024. Daniel is also the Chief Investment Officer for Family Asset Management, LLC. He has over 20 years of experience in the financial services industry. Daniel specializes in portfolio management for individuals, businesses, and pooled investment vehicles. He also provides financial planning and educational seminars.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
09/16/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
MO
10/01/2000 - 08/08/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/22/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
12/20/1997 - 08/09/2000
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
NY
12/13/1996 - 12/24/1997
J.C. BRADFORD & CO. (NEW YORK NY)
NC
12/12/1990 - 06/05/1992
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
NY
03/31/1988 - 08/03/1990
NEW JAPAN SECURITIES INTERNATIONAL INC. (NEW YORK NY)
NA
12/16/1987 - 03/19/1988
BT SECURITIES CORPORATION
BOTH
Issued 04/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
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