Daniel Amiot (CRD# 5421357) is an Investment Advisor Representative working at Wrought Iron Financial LLC in Canal Fulton, OH and has over 16 years of experience in the finance industry. Daniel Amiot 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# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 5192091
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Wrought Iron Financial LLC | New Franklin, OH | Feb 2024 - Current | < 1 |
Advance Capital Management, Inc. | Southfield, MI | Jan 2018 - May 2024 | 6 |
Cornerstone Capital Advisors | Uniontown, OH | May 2008 - Dec 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2008 |
- OH
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
OH
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