Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ward is a financial professional with over 15 years of experience in the industry. Daniel has held numerous leadership positions at several prominent firms such as TD Ameritrade, Fidelity Brokerage Services LLC, and E*TRADE Securities LLC. Currently, Daniel works with Osaic Wealth, Inc. and is a Registered Representative and Investment Advisor Representative for the state of Maryland. Daniel is dedicated to providing personalized financial advice and services to individuals, families, and businesses.
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
MD
01/24/2025 - Present
Osaic Wealth, Inc. (ROCKVILLE MD)
DC
03/23/2018 - 08/31/2018
TD AMERITRADE, INC. (WASHINGTON DC)
MD
02/17/2011 - 08/02/2016
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
GA
11/30/2006 - 12/10/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
FL
10/03/2006 - 10/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 06/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2008
Series 4 - Registered Options Principal Examination
BC
Issued 09/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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