Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Villarreal is a financial advisor at Osaic Wealth, Inc. with over 35 years of experience in the financial services industry. Daniel has held positions at several firms including Sagepoint Financial, Inc., Transamerica Financial Advisors, Inc, Mariner Financial Services, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Centennial Financial Services, Inc., American Investors Group, Inc., Investment Brokers of America, and Waddell & Reed, Inc. Daniel holds Series 6, 63 and SIE licenses and has been registered with the state of Michigan since 1985. Daniel provides a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
MI
09/01/2023 - Present
Osaic Wealth, Inc. (DEWITT MI)
MI
03/04/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DEWITT MI)
MI
08/12/1997 - 03/17/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (DEWITT MI)
FL
06/27/1990 - 08/12/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
AZ
11/19/1989 - 12/06/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/30/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
MI
01/09/1989 - 06/12/1989
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
NA
07/12/1988 - 01/14/1989
AMERICAN INVESTORS GROUP, INC.
NA
01/06/1988 - 07/18/1988
INVESTMENT BROKERS OF AMERICA
NA
11/27/1985 - 01/19/1988
WADDELL & REED, INC.
BC
Issued 10/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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