Daniel GesinCRD Number: 7111592
Current Firm: Worth Financial Group Inc.
Daniel Gesin (CRD# 7111592) is an Investment Advisor Representative working at Worth Financial Group Inc. in Dallas, TX and has 1 year of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Amazon||Dallas, TX||Dec 2021 - Current||1|
|Worth Financial Group, Inc.||Dallas, TX||Jan 2020 - Current||2|
|Gesin Consulting||Dallas, TX||Aug 2006 - Dec 2020||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2021|
Total Assets Under Management1MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$565,068
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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