Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dalia? Claim Your ProfileDalia Badajos is a financial advisor with over 30 years of experience in the industry. Dalia is currently registered with Osaic Wealth, Inc. and has been with the firm since 2006. Dalia is also registered as an Investment Advisor Representative in Oregon. Dalia provides financial planning, portfolio management, and other services to individuals, families, and businesses. Previously, Dalia held positions with PARK AVENUE SECURITIES LLC, GUARDIAN INVESTOR SERVICES CORPORATION, MML INVESTORS SERVICES, INC., MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, and GREAT WESTERN FINANCIAL SECURITIES CORPORATION. Dalia has a wide range of experience in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
12/19/2008 - Present
Osaic Wealth, Inc. (Irvine CA)
NY
05/03/1999 - 08/24/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
05/25/1990 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
05/22/1987 - 05/01/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/22/1987 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
03/19/1986 - 05/01/1987
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
IA
Issued 01/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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