Daniel
Arreola

Brokers International Financial Services, LLC

CRD#4834375
Investment Advisor
in Grosse Pointe, MI

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About this Advisor

Daniel Arreola is a financial advisor based in Grosse Pointe, Michigan, working with Brokers International Financial Services, LLC. Daniel has previously held positions at Healthmarkets Insurance Agency, Arreola Agency, Inc Self Employed Business Owner, Lincoln Financial Advisors, and Brokers International Financial Services, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Daniel is part of Brokers International Financial Services, LLC, which operates out of Grosse Pointe, Michigan. The firm has 132 offices and 260 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Brokers International Financial Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

18430 Mack Ave
Grosse Pointe, MI 48236

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Brokers International Financial Services, LLC Brokerage Details

Total Assets Under Management

$2,000,456,128

MI Average: $9,259,360,772
Total Number of Employees

260

MI Average: 166
Total Number of Accounts

11,566

MI Average: 7,189
Average Account Size

$172,960

MI Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Daniel Arreola Work History

2018 - Present (6 years)

Brokers International Financial Services, LLC

2017 - 2018 (1 year)

Lincoln Financial Advisors

2015 - 2017 (2 years)

Arreola Agency, Inc Self Employed Business Owner

2008 - 2015 (7 years)

Healthmarkets Insurance Agency

Disclosures

Please visit the SEC profile of Daniel Arreola to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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David Duggan
Altoona, IA
Paul Reidy
Scituate, MA
Nathan Schoenherr
Green Bay, WI
Alex Cary
Urbandale, IA
Jose Amaya Cisneros
Urbandale, IA
Cornelius O'Reilly
Urbandale, IA

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