Daniel TeedCRD Number: 1936577
Current Firm: Wedgewood Investors Inc.
Daniel Teed (CRD# 1936577) is an Investment Advisor Representative working at Wedgewood Investors Inc. in Erie, PA and has over 12 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
H. Beck, Inc.
Hbks Wealth Advisors
|Wedgewood Investors Inc.||Erie, PA||Apr 2008 - Current||9|
|Bny Mellon||Erie, PA||Jul 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management169MILLIONS
Total Number of Accounts321ACCOUNTS
Average Account Value$526,218
- 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
- Pension consulting services