Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Allan Flees is a financial advisor with over 30 years of experience in the industry. Daniel has worked with a number of firms throughout his career, including Woodbury Financial Services, Inc., SII Investments, Inc. and Capital Financial Services, Inc. Currently, Daniel is registered with Osaic Wealth, Inc. and specializes in providing financial planning, portfolio management, and other advisory 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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (SPENCER WI)
WI
10/27/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SPENCER WI)
WI
06/04/2012 - 10/30/2017
SII INVESTMENTS, INC. (SPENCER WI)
WI
02/02/2006 - 06/04/2012
CAPITAL FINANCIAL SERVICES, INC. (SPENCER WI)
CA
07/13/1993 - 02/06/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
IA
Issued 05/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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