Daniel Berzinskas, financial advisor Akron OH

Daniel Berzinskas

CRD Number: 6270441
Current Firm: Huntington Financial Advisors

Daniel Berzinskas (CRD# 6270441) is an Investment Advisor Representative working at Huntington Financial Advisors in Akron, OH and has over 2 years of experience in the finance industry.

Similar Advisors
Robert Billstein, financial advisor Akron OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Similar Advisors
David Abate, financial advisor Akron OH
David R. Abate
CRD# 5069849
Strategic Wealth Partners, Ltd.
Similar Advisors
Leonard Abrams, financial advisor Akron OH
Leonard H. Abrams
CRD# 524
Plantech Inc.
Company Name Location Dates Years
The Huntington Investment Company Akron, OH Nov 2020 - Current < 1
Citizens Securities Inc. Canton, OH Aug 2019 - Oct 2020 1
Citizens Bank Canton, OH Aug 2019 - Oct 2020 1
W&s Brokerage Services Cincinnati, OH Jan 2019 - Aug 2019 < 1
Western Southern Life Hudson, OH Nov 2018 - Aug 2019 < 1
Promotion And Engagement Services Co-op Hudson, OH Jul 2018 - Nov 2018 < 1
Lpl Financial, LLC Cuyahoga Falls, OH Jan 2018 - Jun 2018 < 1
Jpmorgan Securities LLC Streetsboro, OH Nov 2013 - Jan 2018 4
Jpmorgan Chase Bank Streetsboro, OH Nov 2013 - Jan 2018 4
Bank Of America Beachwood, OH Oct 2001 - Nov 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2019
S65 NASAA Investment Advisors Law Examination Dec 2019
Contact Info for Daniel Berzinskas
Phone Number: 800.322.4600
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    3,560
    MILLIONS
  • Total Number of Accounts
    20,521
    ACCOUNTS
  • Average Account Value
    $173,485
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.