Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Richard Michelon is a financial advisor with over 20 years of experience in the industry. Daniel has a strong background in both securities and investment advisory services. Daniel is currently registered with Osaic Wealth, Inc. and has been with them since September of 2023. Daniel is also a registered representative with FINRA and has held this designation since 2001.
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
NH
09/01/2023 - Present
Osaic Wealth, Inc. (BEDFORD NH)
NH
07/31/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEDFORD NH)
NH
04/01/2014 - 07/31/2019
CAPITAL FINANCIAL SERVICES, INC. (Bedford NH)
NH
02/25/2008 - 12/19/2013
QUESTAR CAPITAL CORPORATION (MANCHESTER NH)
MA
09/26/2002 - 08/17/2006
USALLIANZ SECURITIES, INC. (QUINCY MA)
NY
06/20/2001 - 01/17/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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