Jeffrey
Daniels
Stratos Wealth Partners, LTD
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About this Advisor
Jeffrey Daniels is a financial advisor based in Akron, Ohio, working with Stratos Wealth Partners, LTD. Jeffrey has previously held positions at Jeff Daniels Company and Stratos Wealth Partners. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Ohio, and Texas. Currently, Jeffrey is part of Stratos Wealth Partners, LTD, which operates out of Akron, Ohio. The firm has 101 offices and 562 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Stratos Wealth Partners, LTD includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stratos Wealth Partners, LTD Brokerage Details
$12,533,266,805
562
37,396
$335,150
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Daniels Work History
Stratos Wealth Partners
Jeff Daniels Company
Disclosures
Please visit the SEC profile of Jeffrey Daniels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stratos Wealth Partners, LTD
Darien, CT
Westlake, OH
Beachwood, OH
Gallipolis, OH
Norfolk, VA
Bradford Woods, PA
Gulfport, MS
Scottsdale, AZ
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