Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Anthony Pason is a financial advisor with Osaic Wealth, Inc. He has been in the financial services industry since 2014. Daniel holds the Series 7, Series 66 and SIE licenses and has extensive experience in providing financial planning, investment management, and tax preparation services. He is passionate about helping clients achieve their financial goals and is committed to providing them with personalized advice and guidance. Daniel has worked at both The Hantz Group and The Accounting Office, Inc. He is committed to delivering exceptional service to his clients and building long-term relationships based on trust and integrity.
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
12/05/2022 - Present
Osaic Wealth, Inc. (BINGHAM FARMS MI)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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