Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aspenleiter is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Daniel has been in the financial services industry since 1996. Daniel provides financial planning and portfolio management services to a variety of clients including 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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Pittsford NY)
NY
04/20/2018 - 08/07/2020
CADARET, GRANT & CO., INC. (PITTSFORD NY)
NY
04/24/2014 - 02/23/2018
LPL FINANCIAL LLC (PITTSFORD NY)
NY
03/31/2014 - 04/09/2014
CETERA INVESTMENT SERVICES LLC (PITTSFORD NY)
OH
07/15/2011 - 03/28/2014
OBS BROKERAGE SERVICES, INC. (WHITEHOUSE OH)
NY
08/17/2010 - 07/05/2011
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
NY
01/31/2003 - 02/01/2010
CADARET, GRANT & CO., INC. (PITTSFORD NY)
MD
05/23/1995 - 04/26/2002
M&T SECURITIES, INC. (BALTIMORE MD)
IA
Issued 08/20/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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