Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Carroll Stith is a financial advisor with over 40 years of experience in the industry. Daniel Stith is currently registered with Osaic Wealth, Inc. and holds Series 7, 24, 51, and 63 licenses. Daniel Stith is also a Certified Financial Planner. Daniel Stith offers financial planning services to individuals, businesses, and retirement plans. Daniel Stith also provides portfolio management services for individuals and businesses.
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.
1
2
OK
11/03/2023 - Present
Osaic Wealth, Inc. (OKLAHOMA CITY OK)
OK
09/23/1983 - 11/03/2023
FSC SECURITIES CORPORATION (OKLAHOMA CITY OK)
NA
03/01/1979 - 11/11/1983
WESTAMERICA FINANCIAL CORPORATION
BC
Issued 03/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/03/1981
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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