Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Polansky is a financial advisor who has been in the industry since 2002. He is currently registered with Osaic Wealth, Inc. and holds Series 66, SIE and Series 7 licenses. Daniel has prior experience with Wells Fargo Advisors LLC, UBS Financial Services Inc. and Janney Montgomery Scott LLC. Daniel is a registered Investment Advisor in several states, including Arizona, California, Colorado, Connecticut, Florida, Illinois, Kansas, Massachusetts, New Hampshire, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont and Virginia.
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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NY
10/11/2024 - Present
Osaic Wealth, Inc. (Clifton Park NY)
NY
05/11/2012 - 03/21/2018
WELLS FARGO CLEARING SERVICES, LLC (ALBANY NY)
NY
08/11/2006 - 05/24/2012
UBS FINANCIAL SERVICES INC. (ALBANY NY)
NY
01/07/2005 - 07/17/2006
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
PA
10/06/2002 - 01/17/2003
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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