Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel O'Shea is a financial advisor and investment advisor representative at Onyx Bridge Wealth Group LLC, located in Tarrytown, New York. Daniel has over 20 years of experience in the financial services industry, providing investment advice to individuals, high net worth individuals, businesses, charitable organizations, insurance companies, and pension and profit sharing plans. Daniel holds Series 7, 31, and 63 licenses as well as the Series 65 license. Daniel specializes in providing financial planning, portfolio management, and selection of other advisers.
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.
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
07/22/2021 - Present
Onyx Bridge Wealth Group LLC (TARRYTOWN NY)
NY
03/06/2020 - 04/01/2021
PRIVATE CLIENT SERVICES, LLC (TARRYTOWN NY)
NY
05/11/2018 - 02/13/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Tarrytown NY)
NY
10/04/2006 - 05/15/2018
WELLS FARGO CLEARING SERVICES, LLC (TARRYTOWN NY)
NY
11/21/2000 - 10/02/2006
WACHOVIA SECURITIES, LLC (BRONX NY)
NY
04/08/1998 - 11/03/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/02/1998 - 03/15/1998
MAY, DAVIS GROUP INC. (NEW YORK NY)
IA
Issued 01/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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