DC
Daniel Ciez
from Jacksonville Wealth Management
Daniel Ciez is a financial advisor based in Florida, Jacksonville,
with 32 years of experience. Daniel currently works for
Jacksonville Wealth Management.
Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Ciez works at Jacksonville Wealth Management
Jacksonville Wealth Management is a financial advisory firm based in Jacksonville, Florida. It currently has approximately $340,152,972 of assets under management and employs about 10 people. Jacksonville Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
17 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
8075 Gate Parkway West, Suite #101, Jacksonville, Florida, 32216
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