Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bailey is a financial advisor with over 25 years of experience in the industry. Daniel has worked with several firms during this time, including Sigma Financial Corporation and The O.N. Equity Sales Company. Currently, Daniel is a registered representative with Osaic Wealth, Inc. and provides financial planning and portfolio management services to individuals, businesses, and institutions. Daniel holds the Series 6, Series 7, Series 26, and Series 63 licenses as well as the SIE exam.
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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2
MI
09/15/2023 - Present
Osaic Wealth, Inc. (CADILLAC MI)
MI
01/09/2007 - 09/15/2023
SIGMA FINANCIAL CORPORATION (CADILLAC MI)
MI
01/10/2005 - 01/12/2007
THE O.N. EQUITY SALES COMPANY (CADILLAC MI)
MN
01/16/2004 - 01/27/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
VA
05/08/1998 - 12/31/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 05/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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