Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel David Duren is a financial advisor at Osaic Wealth, INC. with over 38 years of experience in the financial services industry. Daniel holds the Series 6, 7, and 63 licenses and the SIE. Daniel is a Chartered Financial Consultant. Daniel has worked for several firms over the years and specializes in providing financial planning, portfolio management, and pension consulting services.
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
NE
09/01/2023 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NE
10/23/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LINCOLN NE)
NE
03/03/2006 - 10/31/2014
NEW ENGLAND SECURITIES (LINCOLN NE)
MA
06/07/1994 - 02/28/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
07/20/1993 - 04/08/1994
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
MA
01/19/1988 - 08/05/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IL
04/10/1986 - 01/01/1988
WASHINGTON NATIONAL EQUITY COMPANY (EVANSTON IL)
NA
04/09/1985 - 03/18/1986
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 4/8/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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