Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bellina is an investment advisor representative with Osaic Wealth, Inc. He is registered with the state of Florida. Daniel has been in the financial services industry since 1984. Before joining Osaic Wealth, Inc., Daniel was with Securities America, Inc. and Investcorp, Inc. He holds the Series 6, 7, 24, 63, 66 and SIE securities licenses. Daniel offers financial planning and investment management services to individual and corporate clients. He is also licensed to sell life insurance and annuities.
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.
1
2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (MIAMI FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MIAMI FL)
FL
04/01/1987 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
NA
10/29/1984 - 04/16/1987
FINANCIAL PLANNERS EQUITY CORPORATION
BOTH
Issued 10/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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