Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel L. Bonder is a financial professional with over 30 years of experience in the financial services industry. Daniel has a strong background in financial planning, investment management, and insurance solutions. Currently, Daniel is a registered representative with Osaic Advisory Services, LLC, a firm that specializes in providing investment advisory services to individuals, families, and businesses. Prior to joining Osaic Advisory Services, LLC, Daniel held positions with Securities America, Inc., Lincoln Investment, Capital Analysts, Incorporated, Sanders Morris Harris Inc., and Lincoln Financial Advisors Corporation. Daniel holds the Series 6, 7, and 63 securities licenses as well as the Certified Financial Planner designation.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
OH
11/14/2023 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
OH
06/01/2012 - 11/13/2023
LINCOLN INVESTMENT (Cleveland OH)
OH
04/23/2010 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)
OH
12/04/2006 - 05/21/2010
SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)
OH
08/02/1994 - 12/06/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
08/02/1994 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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