DM
Daniel Margheret
from Peak Wealth Solutions
Daniel Margheret is a financial advisor based in Ohio, Pepper Pike,
with 40 years of experience. Daniel currently works for
Peak Wealth Solutions.
Daniel maintains a S63 license (Uniform Securities Agent State 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Daniel Margheret works at Peak Wealth Solutions
Peak Wealth Solutions is a financial advisory firm based in Pepper Pike, Ohio. It currently has approximately $454,962,000 of assets under management and employs about 11 people. Peak Wealth Solutions uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and seminar fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
21 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and seminar fees
Office location
30195 Chagrin Blvd., Suite 360, Pepper Pike, Ohio, 44124
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting