Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Daniels is an investment advisor representative with Sequoia Financial Group, LLC. Michael has been in the industry since 2019, previously working at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael holds the Series 66, Series 7TO, and SIE exams. Michael is also a Certified Financial Planner. Michael specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
1
2
OH
07/15/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
MI
01/05/2021 - 05/10/2023
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
MI
02/08/2019 - 12/20/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
BOTH
Issued 04/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Michael Daniels is the right advisor for you? Invested Better is here to help.
