Daniel Markese is a CFP-designated registered investment advisor, based in Wesley Chapel, FL, with 10 years of industry experience.
Location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an agent for Accurate Advisory Group, selling insurance products in Florida since 2006, dedicating nearly full-time hours to this business. He is also an Investment Adviser Representative for Accurate Wealth Management, LLC, spending nearly full-time hours on this role as well.
Employment History
Current Registrations
Aag Capital, INCBroker
Accurate Wealth Management, LLC
Previous Registrations
Truadvice LLC
Global Financial Private Capital, LLC
Accurate Wealth Management, LLC
State Registrations1 state
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