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 Gray is a financial professional with over 30 years of experience in the financial services industry. Daniel Gray is currently registered with Osaic Wealth, Inc. in Pennsylvania. Prior to this, Daniel Gray has also worked with Money Concepts Capital Corp., H. Beck, Inc., Jefferson Pilot Securities Corporation, Polaris Financial Services, Inc., and USLIFE Equity Sales Corp. Daniel Gray holds licenses in both Securities and Investment Advisory.
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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PA
11/14/2024 - Present
Osaic Wealth, Inc. (PITTSBURGH PA)
PA
08/19/2011 - 09/04/2019
MONEY CONCEPTS CAPITAL CORP (WASHINGTON PA)
PA
11/18/2003 - 09/13/2011
H. BECK, INC. (VENETIA PA)
IN
07/08/2000 - 11/24/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
11/22/1999 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
AZ
10/01/1997 - 11/29/1999
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
04/21/1992 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 10/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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