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 McDonald is a financial advisor with Oakwood Capital Securities, Inc. He has been in the industry since 2010 and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the state of Minnesota. Daniel has a wide range of experience in the financial services industry, including experience with Allianz Life Financial Services, LLC and American Global Wealth Management, Inc. Daniel is committed to providing his clients with personalized financial advice to meet their specific needs.
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.
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.
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2
MN
12/02/2022 - Present
Oakwood Capital Securities, Inc. (ST. LOUIS PARK MN)
NC
03/26/2020 - 12/20/2022
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (Cornelius NC)
MN
09/29/2010 - 03/03/2020
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 12/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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