Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Polizzotti is an active investment advisor representative with Osaic Wealth, Inc. Daniel has been in the financial services industry since 1989. Daniel is a Certified Financial Planner and a Chartered Financial Consultant. Daniel's registrations include Series 6, 7, 63 and 65 securities licenses as well as several state registrations. Daniel has experience providing financial planning, portfolio management for individuals and businesses, as well as pension consulting services. Daniel has a strong reputation as a financial advisor, with a long and successful career in the industry.
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
NJ
07/18/2023 - Present
Osaic Wealth, Inc. (PARAMUS NJ)
NJ
10/13/1989 - 11/02/2018
SIGNATOR INVESTORS, INC. (PARAMUS NJ)
MA
10/13/1989 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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