Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Duren is a financial advisor with Osaic Wealth, Inc. located in Lincoln, NE. Daniel has been in the financial industry since 1985 and has experience in investment advisory services. Daniel holds Series 6, 7, and 63 licenses as well as the SIE exam. Daniel also holds the Chartered Financial Consultant designation.
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.
1
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Duren is the right advisor for you? Invested Better is here to help.
