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Daniel Lawrence Oshea

P.j. Robb Variable, LLC

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About Daniel Lawrence Oshea

Daniel Lawrence Oshea is a financial advisor with P.j. Robb Variable, LLC. Daniel has been in the financial industry since 2016 and is registered with the Financial Industry Regulatory Authority (FINRA) and several state securities regulators. Daniel holds the Series 7 and Series 66 securities licenses and has a background with AIG Capital Services, Inc. and Larson Financial Securities, LLC.

Firm Information

Daniel Oshea is currently registered with P.j. Robb Variable, LLC. P.j. Robb Variable, LLC is a Limited Liability Company formed in 1995. They are registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

105

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Oshea’s Registration & Firm History

NC

06/02/2021 - Present

P.j. Robb Variable, LLC (Charlotte NC)

TN

12/04/2018 - 02/04/2021

AIG CAPITAL SERVICES, INC. (BRENTWOOD TN)

MO

01/21/2016 - 11/26/2018

LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Lawrence Oshea.
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