Unclaimed
Daniel Emmendorfer is a financial advisor with over 35 years of experience in the financial services industry. Daniel is currently registered with Osaic Wealth, Inc. and is also registered with the state of Michigan. Daniel has a wide range of experience in the financial services industry, including experience with Securities America, Inc., Brecek & Young Advisors, Inc., Donahue Securities, Inc., Fortis Investors, Inc., Nationwide Investment Services Corporation, and American Express Financial Advisors Inc. Daniel holds Series 63, Series 66, Series 7 and SIE licenses.
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
MI
06/14/2024 - Present
Osaic Wealth, Inc. (MARQUETTE MI)
MI
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (MARQUETTE MI)
MI
03/14/2001 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (MARQUETTE MI)
OH
05/25/2000 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
MN
05/09/2000 - 06/14/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
OH
06/28/1993 - 03/31/2000
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
MN
02/05/1991 - 06/19/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
10/22/1986 - 01/22/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 05/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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