Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Coda is a financial advisor with over 23 years of experience in the industry. Daniel is registered with Osaic Wealth, Inc. and has a diverse background in providing financial planning and investment management services. Daniel holds a variety of licenses and certifications, including Series 6, 7, 24, 63 and 65. Daniel has also been a licensed insurance producer for over 25 years. In addition to his work as a financial advisor, Daniel is an active member of the community, serving as a basketball and sports official.
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
HI
01/28/2025 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
10/24/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
HI
02/13/2009 - 10/26/2017
NATIONAL PLANNING CORPORATION (HONOLULU HI)
HI
10/31/2005 - 02/17/2009
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
AZ
07/27/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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