Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Woodard is a registered representative and investment advisor representative. Daniel has been in the financial services industry since 1999 and has been registered with Osaic Wealth, Inc. since June 2024. Daniel is licensed in Colorado, Massachusetts, and Texas. Daniel has experience with a variety of financial products and services.
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
TX
06/14/2024 - Present
Osaic Wealth, Inc. (BURLESON TX)
TX
05/18/2018 - 06/14/2024
SECURITIES AMERICA, INC. (BURLESON TX)
TX
07/10/2007 - 05/31/2018
LPL FINANCIAL LLC (FORT WORTH TX)
TX
01/03/2007 - 06/29/2007
SWBC INVESTMENT SERVICES, LLC (FORT WORTH TX)
TX
08/15/2003 - 12/31/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (FT. WORTH TX)
TX
03/11/2003 - 07/28/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
11/09/1999 - 02/11/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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