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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daniels is an investment advisor representative with Stratos Wealth Partners, Ltd. Jeffrey has been in the industry since 1982. Jeffrey is licensed to advise clients in Ohio, Louisiana, and Texas. Jeffrey has a broad range of experience in the financial services industry including working for Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., First Union Securities, Inc., Sigma Financial Corporation, Multi-Financial Securities Corporation, Carillon Investments, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, and Aetna Life Insurance and Annuity Company. Jeffrey is also a Chartered Financial Consultant and has passed the Series 2, 6, 7, 22, 63, and 65 exams.
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.
Percentage of assets under management with third party managers
1
2
OH
03/16/2016 - Present
Stratos Wealth Partners, Ltd. (AKRON OH)
OH
01/01/2008 - 05/06/2014
WELLS FARGO ADVISORS, LLC (AKRON OH)
OH
03/21/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEDINA OH)
MO
02/18/1997 - 03/29/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MI
12/06/1995 - 04/21/1997
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CO
08/26/1993 - 12/31/1995
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
11/04/1991 - 08/20/1993
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MA
10/28/1982 - 11/07/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/28/1982 - 11/07/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
CT
06/19/1983 - 08/07/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/1982
Series 2 - Non-Member General Securities Examination
Active
Inactive
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