Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Johnson is a financial advisor with over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona and provides a range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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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AZ
08/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
07/21/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
07/21/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
07/21/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
07/21/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/19/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
SC
01/12/2008 - 07/21/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
06/14/2006 - 11/12/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
05/18/2000 - 05/12/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 07/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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