Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel R Hill is a financial advisor with over 18 years of experience in the financial services industry. Daniel currently works at Osaic Wealth, Inc. where Daniel is a Registered Representative and provides portfolio management services for clients. Daniel has held previous positions at Securities America, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Daniel has also worked as a Substitute Teacher at Sheboygan Area School District. Daniel is licensed in Illinois and Wisconsin and is a Series 7 and Series 66 licensed professional.
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
WI
06/14/2024 - Present
Osaic Wealth, Inc. (SHEBOYGAN WI)
WI
04/01/2010 - 06/14/2024
SECURITIES AMERICA, INC. (SHEBOYGAN WI)
WI
06/13/2008 - 02/10/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREEN BAY WI)
WI
01/01/2008 - 06/03/2008
WACHOVIA SECURITIES, LLC (GREEN BAY WI)
WI
11/16/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREEN BAY WI)
BOTH
Issued 11/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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