Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dorman is a financial advisor with Osaic Wealth, Inc. located in Fort Lauderdale, Florida. Daniel has been in the financial industry since 1993 and has experience with a variety of firms. Daniel is registered with the state of Florida and holds the Series 7, Series 63, Series 79TO and SIE licenses. Daniel specializes in providing financial planning, portfolio management and educational seminars to individuals, corporations, and retirement plans.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (FT. LAUDERDALE FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FT. LAUDERDALE FL)
FL
11/05/1996 - 07/17/2020
INVESTACORP, INC. (FT. LAUDERDALE FL)
NY
05/24/1994 - 12/11/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
08/12/1993 - 09/07/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
FL
07/19/1991 - 08/18/1993
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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