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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Saxe is an investment advisor representative at Osaic Wealth, Inc. Daniel is a certified financial planner who has been in the securities industry since 1996. Daniel also has experience in tax preparation and business consulting. Daniel has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Daniel is registered to provide investment advice in New York, Oregon, Pennsylvania, South Carolina, Texas, and Virginia. Daniel has a strong commitment to providing personalized financial advice to help 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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2
NY
10/11/2024 - Present
Osaic Wealth, Inc. (Melville NY)
CA
08/01/2003 - 09/29/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
01/11/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/29/1999 - 02/01/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
12/15/1997 - 10/29/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
MA
03/01/1996 - 12/31/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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