Daniel BerzinskasCRD 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.
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|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|
Total Assets Under Management3,560MILLIONS
Total Number of Accounts20,521ACCOUNTS
Average Account Value$173,485
- A percentage of assets under your management
- 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)
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
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