Daniel Vujanov (CRD# 6519394) is an Investment Advisor Representative working at Peak Wealth Solutions in Pepper Pike, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Peak Wealth Solutions | Pepper Pike, OH | Oct 2021 - Current | 2 |
Cbiz Investment Advisory Services LLC | Cleveland, OH | Dec 2018 - Oct 2021 | 2 |
Sequoia Financial Group | Akron, OH | Jan 2016 - Nov 2018 | 2 |
Student | Strongsville, OH | Jan 2009 - May 2017 | 8 |
Scott Trade | Stow, OH | Jul 2015 - Dec 2015 | < 1 |
Fastenal | Akron, OH | Jun 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- OH
-
Total Assets Under Management658MILLIONS
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Total Number of Accounts2,012ACCOUNTS
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Average Account Value$326,926
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
OH
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