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Daniel Owen Bakerman

Corebridge Capital Services, Inc.

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About Daniel Owen Bakerman

Daniel Bakerman is a financial advisor with Corebridge Capital Services, Inc. Daniel has been in the industry since 2003 and has experience working with clients in Connecticut, New Jersey, New York, and Pennsylvania. Daniel holds Series 6 and 63 licenses and the SIE exam. Daniel is currently registered with FINRA and is active in the Broker-Dealer (BC) space.

Firm Information

Daniel Bakerman is currently registered with Corebridge Capital Services, Inc.. Corebridge Capital Services, Inc. is a corporation formed in November 1982 and is registered in all 50 states plus the District of Columbia and Puerto Rico. The firm is also registered with the Securities and Exchange Commission (SEC).

Not reported

Assets Under Management

Not reported

Total Clients

273

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Bakerman’s Registration & Firm History

CA

06/19/2008 - Present

Corebridge Capital Services, Inc. (WOODLAND HILLS CA)

CT

07/16/2003 - 06/09/2008

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

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Licenses & Designations

BC

Issued 07/29/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Owen Bakerman.
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