Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Charles Degrave is a financial advisor at Osaic Wealth, Inc. Daniel has over a decade of experience in the financial industry. Daniel holds Series 7, 6, 3, 24, 30, 34 and SIE licenses and is a registered principal with FINRA. Prior to joining Osaic Wealth, Inc., Daniel was a financial advisor at TRADESTATION SECURITIES, INC. and VANGUARD MARKETING CORPORATION. Daniel specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses and charitable organizations.
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
AZ
12/05/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
IL
06/22/2011 - 02/04/2019
TRADESTATION SECURITIES, INC. (CHICAGO IL)
AZ
09/12/2006 - 10/12/2010
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 09/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 03/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2012
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/10/2011
Series 3 - National Commodity Futures Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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