Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Reed Kotovsky is an investment advisor representative registered with Osaic Wealth, Inc. with over 37 years of experience in the financial services industry. Daniel has been active in the industry since 1986 and is currently registered in 14 states, including North Carolina and New Jersey. Daniel has passed several professional exams, including the Series 7, Series 63 and SIE exams. Daniel holds the designation of Certified Financial Planner. Daniel previously worked for Woodbury Financial Services, Inc., 1717 Capital Management Company, Moore & Schley/Meeker Sharkey Group Inc. and Mutual Service Corporation.
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
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (Cresskill NJ)
NJ
11/22/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Cresskill NJ)
NJ
10/17/1988 - 11/27/2006
1717 CAPITAL MANAGEMENT COMPANY (HILLSBOROUGH NJ)
NA
09/19/1988 - 11/02/1988
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
MA
06/05/1986 - 09/02/1988
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
12/17/1985 - 06/10/1986
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 03/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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