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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 Ostlund is a financial advisor with Pinkerton Retirement Specialists, LLC and has been in the industry since 1992. Daniel Ostlund is also a registered representative of the firm and has been associated with it since March 2023. Daniel Ostlund has been active in various financial sectors, including insurance sales, investment advisory, and wealth management. Daniel Ostlund's experience includes working for firms such as World Equity Group, Inc., Taylor Capital Management Inc., Ameritas Investment Corp., and National Planning Corporation, to name a few. Daniel Ostlund's areas of expertise include financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Daniel Ostlund holds several licenses including Series 6, Series 63, and Series 65. Daniel Ostlund is a registered Investment Advisor in Washington state.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
03/08/2023 - Present
Pinkerton Retirement Specialists, LLC (UNIVERSITY PLACE WA)
WA
07/03/2019 - 12/10/2020
WORLD EQUITY GROUP, INC. (University Place WA)
WA
04/24/2017 - 07/23/2019
TAYLOR CAPITAL MANAGEMENT INC. (University Place WA)
WA
01/22/2014 - 05/15/2017
AMERITAS INVESTMENT CORP. (TACOMA WA)
WA
11/11/2011 - 01/27/2014
NATIONAL PLANNING CORPORATION (TACOMA WA)
WA
03/30/2009 - 11/15/2011
INVEST FINANCIAL CORPORATION (RENTON WA)
WA
04/07/2004 - 04/03/2009
PLANMEMBER SECURITIES CORPORATION (UNIVERSITY PLACE WA)
FL
12/04/1995 - 04/08/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
WA
03/14/1994 - 11/14/1995
PACIFIC WEST SECURITIES, INC. (RENTON WA)
CA
10/20/1993 - 03/18/1994
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
AL
01/07/1993 - 10/18/1993
PROTECTIVE EQUITY SERVICES, INC. (BIRMINGHAM AL)
CA
03/18/1992 - 04/29/1992
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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