Daniel Fudala (CRD# 5455956) is an Investment Advisor Representative working at Hazel Ridge Advisors, LLC in Palatine, IL and has over 16 years of experience in the finance industry. Daniel Fudala has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hazel Ridge Advisors, LLC | Palatine, IL | May 2015 - Current | 8 |
| Wells Fargo Advisors LLC | Barrington, IL | May 2009 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- IL
- TX
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$350,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, TX
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