Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Claude Orcutt is a financial advisor with over 30 years of experience in the industry. Daniel is registered with Ameritas Advisory Services, LLC and currently holds Series 6, Series 63, and SIE licenses. Daniel has previously been registered with Wall Street Financial Group, Inc. and Signator Investors, Inc.. Daniel specializes in working with individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. Daniel also holds a license as an independent insurance agent and is the President of DCO Insurance Agency Inc..
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.
Solicitor fees
1
2
NY
11/01/2021 - Present
Ameritas Advisory Services, LLC (WHITESBORO NY)
NY
03/26/1999 - 09/21/2012
WALL STREET FINANCIAL GROUP, INC. (WHITESBORO NY)
MA
06/08/1988 - 04/09/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/08/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 06/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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