Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Randolph Smith is a financial advisor with over 39 years of experience in the industry. Dane is currently registered with Osaic Wealth, Inc., and has previously held positions at SIGNATOR INVESTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Dane is licensed to provide investment advice and securities services in multiple states, including Florida, Illinois, Iowa, Michigan, and Texas. Dane holds the Series 6, 7, 63, and 65 securities licenses and the SIE designation. Dane is a Chartered Financial Consultant (ChFC) and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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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MI
07/30/2019 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
09/20/1984 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MA
09/20/1984 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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