Unclaimed
Daniel Blakeman is an Investment Advisor Representative with Osaic Wealth, Inc. Daniel has been a financial professional for over 20 years and is registered to provide investment advisory services in Colorado and New Hampshire. He is a licensed life and annuity insurance agent for Futurity First Insurance Group. Daniel's services include financial planning, portfolio management, and pension consulting.
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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NH
06/14/2024 - Present
Osaic Wealth, Inc. (BEDFORD NH)
IA
Issued 02/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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