Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Philip Espensen is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Osaic Wealth, Inc. in DESERT HOT SPRINGS, CA. Daniel specializes in providing financial advice to individuals, families, and businesses. Daniel is committed 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.
1
2
CA
11/03/2023 - Present
Osaic Wealth, Inc. (DESERT HOT SPRINGS CA)
CA
08/16/1995 - 11/03/2023
FSC SECURITIES CORPORATION (DESERT HOT SPRINGS CA)
CA
11/27/1990 - 08/16/1995
CORPORATE BENEFIT SECURITIES, INC. (MISSION VIEJO CA)
CA
10/31/1990 - 12/04/1990
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
NA
08/29/1986 - 10/15/1990
GAF FINANCIAL AND INSURANCE SERVICES
NA
07/31/1986 - 10/04/1990
PAMCO SECURITIES AND INSURANCE SERVICES
NA
10/23/1985 - 07/31/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Espensen is the right advisor for you? Invested Better is here to help.
