Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Flees is a financial professional with over 30 years of experience in the industry. Daniel currently works with Osaic Wealth, INC. Previously, Daniel worked at Woodbury Financial Services, INC. and SII INVESTMENTS, INC. Daniel holds a Series 6, 7, 22, 63, and 65 securities license and is licensed to provide advisory services in Florida, Minnesota, South Carolina, and Wisconsin. Daniel is committed to providing a comprehensive and personalized approach to financial planning.
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 5/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 8/30/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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