Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patrick Bierals is a financial advisor at Osaic Wealth, Inc. Daniel has over 30 years of experience in the financial services industry. Daniel is registered with the state of New Jersey and holds Series 3, 4, 7, 24, 55, 63, 65 and SIE licenses. Daniel also holds a Certified Divorce Financial Analyst designation. Daniel specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Daniel works with clients in a variety of industries and sectors, including healthcare, technology, and education. Daniel is a graduate of the University of Pennsylvania.
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.
1
2
NJ
12/15/2023 - Present
Osaic Wealth, Inc. (MORRISTOWN NJ)
NJ
05/21/2012 - 12/15/2023
WORLD EQUITY GROUP, INC. (MORRISTOWN NJ)
NJ
07/18/2008 - 05/24/2012
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
NY
06/20/2002 - 05/28/2008
LABRANCHE FINANCIAL SERVICES, LLC (NEW YORK NY)
SC
10/01/2001 - 07/12/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
05/15/2001 - 08/28/2001
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NJ
07/31/1995 - 05/21/2001
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
NY
10/01/1992 - 07/07/1995
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
09/21/1992 - 09/21/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 11/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2008
Series 30 - NFA Branch Manager Examination
BC
Issued 03/05/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2008
Series 3 - National Commodity Futures Examination
BC
Issued 06/11/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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