Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Youngs has over 40 years of experience in the financial industry. Daniel has a wide range of experience serving clients through his association with several firms including First American National Securities, Inc., Geneva Securities, Inc., Andover Securities, Inc., FSC Securities Corporation, and HFG Advisors Inc.. Currently, Daniel works with Osaic Wealth, Inc., a firm that manages over $94 billion in assets. The firm offers portfolio management services to individuals, businesses, charitable organizations and pension plans. Daniel is a Certified Financial Planner™ and specializes in providing financial planning services, educational seminars, and assisting clients with selection of other advisers. Daniel is active in the financial industry and has been registered with the Securities and Exchange Commission and in 45 states.
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.
1
2
MI
05/22/2024 - Present
Osaic Wealth, Inc. (KALAMAZOO MI)
MI
01/01/1996 - 11/03/2023
FSC SECURITIES CORPORATION (KALAMAZOO MI)
MO
01/02/1992 - 01/01/1996
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
IL
12/09/1987 - 12/31/1991
GENEVA SECURITIES,INC. (SCHAUMBURG IL)
NA
12/28/1982 - 12/17/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 03/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/1989
Series 24 - General Securities Principal Examination
BC
Issued 03/25/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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