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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 Peter Thomas is an Investment Advisor Representative with Osaic Wealth, Inc. Thomas is a licensed financial professional with over 40 years of experience in the industry. Thomas's expertise lies in providing financial planning, portfolio management and pension consulting services to a wide range of clientele. His primary area of focus is on high-net-worth individuals, corporations and pension and profit-sharing plans. Thomas has extensive experience in the investment industry, with a proven track record of success. Thomas holds the Series 6, 7, 22, 24, 63 and 65 licenses, and is also a Certified Financial Planner (CFP). Thomas is dedicated to helping clients 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.
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2
MI
11/21/2017 - Present
Osaic Wealth, Inc. (TROY MI)
CT
06/19/1997 - 05/28/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MI
06/27/1994 - 05/16/1997
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
NY
11/29/1983 - 07/06/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/19/1981 - 07/06/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/12/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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