Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel A Krieg is a Registered Representative and Investment Advisor Representative with Osaic FA, Inc.. Daniel has been in the financial services industry since January 28, 2003. Daniel is registered to offer securities and investment advisory services in Indiana, Michigan, and Ohio. Daniel's previous experience includes working at The Lincoln National Life Insurance Company. Daniel has a Series 66, Series 4, Series 53, and Series 24 license and is also licensed to sell securities in the state of Indiana. Daniel is a licensed manager at Oley's Pizza in Fort Wayne, Indiana. Daniel specializes in helping clients with retirement planning, financial planning, and portfolio management.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
01/20/2006 - Present
Osaic FA, Inc. (FORT WAYNE IN)
IN
01/29/2003 - 04/12/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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