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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 Wesley Renz is a financial advisor with LPL Financial LLC, a large national firm. Daniel has been in the industry since April 2002. He is registered with FINRA and the state of Ohio. Daniel also holds the Series 7, Series 10, Series 9, Series 31 and SIE licenses. He has previously worked at UBS Financial Services Inc. and Merrill Lynch. Daniel provides financial planning, portfolio management, and other advisory services to individuals, families, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/19/2024 - Present
LPL Financial LLC (UPPER ARLINGTON OH)
NJ
02/09/2022 - 05/03/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
OH
10/22/1999 - 12/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS OH)
NJ
08/25/1998 - 11/03/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 01/26/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/15/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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