Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Andrew Vise is a registered investment advisor representative with FG Wealth Management. Daniel has been in the industry since 1998. Daniel holds the Series 6, 7, 31, 63 and 65 licenses. Daniel is currently registered to provide investment advisory services in Oklahoma and Texas. Daniel has worked with several firms before joining FG Wealth Management. Previous firms include Cambridge Legacy Securities L.L.C., Securities America, Inc., Brecek & Young Advisors, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Daniel has experience with several types of clients including high-net-worth individuals and other individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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
OK
02/22/2005 - Present
FG Wealth Management (TULSA OK)
OK
02/01/2010 - 05/31/2012
CAMBRIDGE LEGACY SECURITIES L.L.C. (BARTLESVILLE OK)
OK
01/23/2009 - 02/01/2010
SECURITIES AMERICA, INC. (BARTLESVILLE OK)
OK
02/03/2005 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (BARTLESVILLE OK)
NY
11/05/1998 - 02/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/05/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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