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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fouberg is a financial advisor with Osaic Wealth, Inc., a firm with offices across the country. Daniel has been in the industry since 2002 and is licensed in numerous states including Minnesota, California, Florida, Colorado, Missouri, North Carolina, North Dakota, South Dakota, Texas and Wisconsin. Daniel holds Series 7, 63, 65, 24, 53 and SIE licenses and has experience providing financial planning and investment advisory services to a variety of clients, including high net worth individuals, corporations, and pension plans. Daniel's extensive industry experience and knowledge make him a valuable resource for clients seeking personalized financial advice and guidance.
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
MN
09/01/2023 - Present
Osaic Wealth, Inc. (PRIOR LAKE MN)
MN
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PRIOR LAKE MN)
AZ
12/19/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CT
06/25/2002 - 12/20/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 07/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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