Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel J Taifer

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel J Taifer

Daniel Taifer is a Registered Representative with Osaic Wealth, Inc. in Tempe, Arizona. Daniel has been in the securities industry for over 30 years. Daniel offers financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Daniel has passed both the Series 63 and the Series 65 exams. In addition to Osaic Wealth, Inc., Daniel has held positions at Charles Schwab & Co., Inc., Wells Fargo Securities, LLC, and Fidelity Investments.

Firm Information

Daniel Taifer is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Taifer’s Registration & Firm History

AZ

12/17/2024 - Present

Osaic Wealth, Inc. (Tempe AZ)

Not sure if Daniel J Taifer is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel J Taifer.
Not sure if Daniel J Taifer is right for you?