Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Blondell is a financial advisor with over 30 years of experience in the industry. Daniel currently works at Osaic Wealth, INC. Daniel has worked at several firms over the years, including CADARET, GRANT & CO., INC. Daniel is registered to provide securities and investment advisory services in several states, including New York, North Carolina, California, Florida, Georgia, and Texas, among others. Daniel holds the Series 65, Series 63, Series 7, and Series 24 licenses. Daniel is an active participant in the financial community and is involved in various charitable organizations.
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
10/11/2024 - Present
Osaic Wealth, Inc. (Ponte Vedra Beach FL)
NY
10/23/1998 - 08/07/2020
CADARET, GRANT & CO., INC. (PITTSFORD NY)
AZ
07/27/1995 - 10/28/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
11/08/1993 - 07/28/1995
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
02/13/1991 - 11/23/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/10/1990 - 01/03/1991
EMPIRE NATIONAL SECURITIES, INCORPORATED
MN
07/06/1989 - 08/27/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/06/1989 - 08/27/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/22/1988 - 03/30/1989
THOMAS JAMES ASSOCIATES, INC.
IA
Issued 12/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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