Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Darnell is an experienced financial advisor with over 50 years of experience in the industry. Daniel is currently registered with Osaic Wealth, Inc. and holds Series 7TO, Series 63, and Series 24 licenses. Daniel has a strong background in financial planning, portfolio management, and insurance. Daniel is committed to providing his clients with personalized financial advice and guidance to help 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.
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2
NC
12/01/2022 - Present
Osaic Wealth, Inc. (BLOWING ROCK NC)
NC
01/03/2017 - 11/18/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Blowing Rock NC)
FL
05/13/2016 - 12/31/2016
SIGNATOR INVESTORS, INC. (WEST PALM BEACH FL)
FL
07/29/2003 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WEST PALM BEACH FL)
MA
05/17/1994 - 07/18/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
WI
11/13/1990 - 06/17/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
11/13/1990 - 06/02/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MA
03/31/1989 - 11/06/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
01/10/1986 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
12/06/1973 - 08/20/1986
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
12/06/1973 - 08/19/1986
JOHN HANCOCK DISTRIBUTORS, INC.
NA
02/23/1973 - 01/29/1974
DUPONT GLORE FORGAN INCORPORATED
NA
06/23/1972 - 04/14/1973
ECONOMIC RESEARCH ANALYSTS, INC.
BC
Issued 06/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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