Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Finnegan is a registered representative with Osaic Wealth, Inc., a firm with offices in Scottsdale, Arizona, and Holbrook, New York. Daniel has been in the industry since 1986. He is also a life insurance agent with National Life Insurance Company. Daniel specializes in investment planning, portfolio management, and life insurance sales.
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. (Holbrook NY)
MA
12/12/2000 - 01/14/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
04/12/1994 - 12/06/2000
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
GA
04/06/1992 - 04/12/1994
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
09/19/1989 - 06/16/1992
DERAND/PENNINGTON/BASS, INC.
NA
09/12/1988 - 10/18/1989
MESA SECURITIES CORPORATION
NA
11/10/1986 - 10/01/1988
FIRST INVESTORS CORPORATION
BOTH
Issued 05/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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