Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Veloso is a registered representative of Osaic Wealth, Inc. located in Henderson, NV. Daniel has been in the financial services industry since April 20, 2016. Daniel's current registration with Osaic Wealth, Inc. began on January 19, 2024. Daniel is also registered as an investment advisor representative. Daniel has been registered in Nevada since January 19, 2024. Previously, Daniel worked at Woodbury Financial Services, Inc. and Wells Fargo Clearing Services, LLC. Daniel is licensed to conduct securities business in Nevada and has passed several securities exams, including the Series 7TO, Series 6, Series 63 and the Series 66. In addition to his financial career, Daniel is also an owner of Vegas Floors LLC.
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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NV
01/19/2024 - Present
Osaic Wealth, Inc. (HENDERSON NV)
NV
07/09/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HENDERSON NV)
NV
05/06/2014 - 07/22/2021
WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)
BOTH
Issued 03/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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