Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McDermott is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc., a firm that provides financial advisory services to individuals, businesses, and institutions. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, and 66 securities licenses. He has extensive experience in investment planning, retirement planning, and estate planning. He is also an independent insurance agent, offering a variety of insurance products to individuals and businesses. Daniel is passionate about helping clients achieve their financial goals and believes that education and transparency are essential to building strong client relationships.
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
01/24/2025 - Present
Osaic Wealth, Inc. (PLACENTIA CA)
NY
07/12/1995 - 06/05/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
01/16/1991 - 06/27/1995
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NJ
03/09/1989 - 05/23/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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