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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 Tesfaye is a financial advisor in AKRON, OH. Daniel works at Sequoia Financial Group, LLC, and has been with the firm since May 2022. Daniel has passed the Series 63, Series 65, Series 7, and SIE exams and is licensed in North Carolina. Daniel's prior firms include MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
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
05/25/2022 - Present
Sequoia Financial Group, LLC (AKRON OH)
NC
08/29/2019 - 04/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
NC
08/08/2018 - 06/10/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WILMINGTON NC)
IA
Issued 09/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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