Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Knudsen is an active investment advisor representative in the Omaha, Nebraska office of Osaic Wealth, Inc. Daniel is also registered as a representative of Securities America, Inc. Daniel holds several licenses and certifications, including Series 3, 6, 7, and 63. Daniel's areas of expertise include financial planning, portfolio management, and pension consulting.
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
02/18/2025 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
07/29/2010 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
NE
11/13/2007 - 08/12/2010
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
02/07/2006 - 11/20/2007
METLIFE SECURITIES INC. (OMAHA NE)
NE
02/07/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OMAHA NE)
NJ
05/02/1990 - 05/19/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
06/21/1988 - 05/04/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/26/1986 - 06/29/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 02/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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