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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 Dunn is a financial advisor at Osaic Wealth, Inc. Daniel has been in the financial services industry since 1998 and has a broad range of experience in providing financial advice to individuals, businesses, and institutions. Daniel has held various positions at leading financial institutions, including Edward D. Jones & Co., Merrill Lynch, Dean Witter Reynolds Inc., Global Express Securities, Inc., SunAmerica Securities, Inc., AIG Financial Advisors, Inc., and Woodbury Financial Services, Inc. Daniel has also passed multiple exams in the financial services industry including Series 7, 63, 65, and 24. He is currently registered with FINRA, and is a registered investment advisor in California, Florida, and Texas. Daniel's specializations include retirement planning, college savings, estate planning, and insurance.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (COTO DE CAZA CA)
CA
09/15/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COTO DE CAZA CA)
CA
10/31/2005 - 09/21/2006
AIG FINANCIAL ADVISORS, INC. (MISSION VIEJO CA)
AZ
05/07/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NV
04/08/2002 - 08/12/2002
GLOBAL EXPRESS SECURITIES, INC. (LAS VEGAS NV)
NY
01/19/2000 - 11/17/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/25/1999 - 12/23/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
09/17/1998 - 02/16/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 04/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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