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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 John Rossiter is a financial advisor who has been in the industry since December 1999. Daniel John Rossiter is currently registered with Osaic Wealth, Inc. and is licensed in 21 states including New York, California, Florida and Texas. Prior to working at Osaic Wealth, Inc., Daniel John Rossiter was employed by OppenheimerFunds Distributor, Inc. and American Express Financial Advisors Inc. Daniel John Rossiter also holds Series 63, SIE and Series 7 licenses. In addition to Daniel John Rossiter's work as a financial advisor, he is a sales representative for ROSSITER FINANCIAL GROUP and a board member of Visiting Nurse Service Hospice House. Daniel John Rossiter specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses and charitable organizations.
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. (Hauppauge NY)
NY
06/16/1998 - 05/24/2002
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MN
01/01/1997 - 05/27/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1997 - 05/27/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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