Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mazzola is a financial advisor registered with Osaic Wealth, Inc. Daniel has been in the financial industry since 1968 and has a strong track record of success. Daniel's experience allows him to help his clients with various financial planning needs, including investment management, pension consulting, and retirement planning. Daniel is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (MASSAPEQUA NY)
NY
02/12/1988 - 07/30/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
02/08/1974 - 02/18/1988
GUARDIAN INVESTOR SERVICES CORPORATION
NA
01/02/1969 - 02/08/1974
GLICOA ASSOCIATES, INC.
NA
08/23/1968 - 06/02/1971
GUARDIAN LIFE INSURANCE COMPANY
BC
Issued 08/08/1968
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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