Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Obrien is an experienced financial professional with over 40 years in the industry. Daniel currently works at Osaic Wealth, Inc., where he provides a range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining Osaic Wealth, Inc., Daniel was with Woodbury Financial Services, Inc., Berthel, Fisher & Company Financial Services, Inc., Wachovia Securities, LLC, Principal Financial Securities,INC., Smith Barney Inc., Lehman Brothers Inc., Drexel Burnham Lambert Incorporated, Paine, Webber, Jackson & Curtis Inc., and Alsted, Strangis and Dempsey Incorporated. Daniel is licensed and registered in Florida and Minnesota.
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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (OAKDALE MN)
MN
08/10/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
03/31/2006 - 08/11/2021
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (EAGAN MN)
MO
05/11/1998 - 03/31/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
11/21/1994 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
07/31/1993 - 12/15/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
04/29/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/27/1984 - 06/22/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/29/1982 - 04/17/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
02/23/1981 - 06/20/1982
ALSTEAD, STRANGIS AND DEMPSEY INCORPORATED
BC
Issued 02/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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