Unclaimed
Daniel Gryp is a financial advisor with over 5 years of experience in the industry. He is registered with Independent Financial Partners and holds Series 63, 65, 7TO, and SIE licenses. Daniel has a background in the US Army and has worked for Securities America, Inc. and OSAIC WEALTH, INC. He provides financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Daniel is based in Granger, Indiana and has a branch office location in Tampa, Florida.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
02/11/2025 - Present
Independent Financial Partners (TAMPA FL)
IN
06/14/2024 - 07/26/2024
OSAIC WEALTH, INC. (GRANGER IN)
IN
02/27/2019 - 06/14/2024
SECURITIES AMERICA, INC. (GRANGER IN)
IA
Issued 09/23/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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