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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 Quinn is a financial advisor with over 30 years of experience in the financial services industry. Daniel Quinn is currently registered with Osaic Wealth, Inc. in Wayne, Pennsylvania. Daniel Quinn has previously been employed with Lincoln Financial Advisors Corporation, FSC Securities Corporation and Capital Analysts, Incorporated. Daniel Quinn holds the Series 63, Series 7 and SIE securities licenses and is registered with the state of Pennsylvania. Daniel Quinn specializes in providing 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.
1
2
PA
08/14/2014 - Present
Osaic Wealth, Inc. (WAYNE PA)
PA
01/21/2011 - 08/06/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (BERWYN PA)
PA
06/03/1992 - 01/27/2011
FSC SECURITIES CORPORATION (WYNNEWOOD PA)
OH
07/20/1988 - 06/11/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 02/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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