![Dan Yergan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Yergan
Analyst-Equity presso
Fidato Wealth LLC
Finance
Profilo
Mr. Daniel J.
Yergan is a Wealth Advisor at Fidato Wealth LLC.
He he specializes in providing exceptional advisory services to both existing and prospective high-net-worth clients.
He is responsible for ensuring that clients progress with their individualized wealth planning goals and are connected with a professional network of attorneys, accountants, and other specialists to help advance their wealth plan.
He graduated from Youngstown State University with a bachelor’s degree in business administration.
Posizioni attive di Dan Yergan
| Società | Posizione | Inizio |
|---|---|---|
Fidato Wealth LLC
 Fidato Wealth LLC Investment ManagersFinance Fidato Wealth generally creates a portfolio, consisting of individual stocks or bonds, exchange traded funds (ETFs), mutual funds and other public and private securities or investments. The client?s individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Each portfolio is initially designed to meet a particular investment goal, which they determine to be suitable to the client?s circumstances. | Analyst-Equity | 01/05/2023 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Fidato Wealth LLC
Fidato Wealth LLC Investment ManagersFinance Fidato Wealth generally creates a portfolio, consisting of individual stocks or bonds, exchange traded funds (ETFs), mutual funds and other public and private securities or investments. The client?s individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Each portfolio is initially designed to meet a particular investment goal, which they determine to be suitable to the client?s circumstances. | Finance |
