Daniel Arreola (CRD# 4834375) is an Investment Advisor Representative working at Brokers Financial in Grosse Pointe Farms, MI and has over 6 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Brokers International Financial Services, LLC | Grosse Pointe Farms, MI | Jan 2018 - Current | 6 |
Lincoln Financial Advisors | Southfield, MI | Apr 2017 - Jan 2018 | < 1 |
Arreola Agency, Inc Self Employed Business Owner | Saint Clair Shores, MI | Oct 2015 - Apr 2017 | 1 |
Healthmarkets Insurance Agency | North Richland Hills, TX | Oct 2008 - Oct 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- MI
-
Total Assets Under Management2,000MILLIONS
-
Total Number of Accounts11,566ACCOUNTS
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Average Account Value$172,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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