Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Campos is a financial advisor with over 10 years of experience in the industry. Daniel has held various positions at reputable firms, including Morgan Stanley, UBS Financial Services Inc., RBC Capital Markets, LLC, and Securities America, Inc., before joining Osaic Wealth, Inc. in June 2024. Daniel holds the Series 66, Series 7, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and several state regulatory agencies. Daniel provides financial planning, pension consulting, portfolio management services, and educational seminars to individuals, businesses, and charitable organizations. Daniel is also a member of the SEEC Business Advisory Council and the Catholic University of America Alumni Association Board of Directors.
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
MD
06/14/2024 - Present
Osaic Wealth, Inc. (Rockville MD)
MD
05/13/2019 - 06/14/2024
SECURITIES AMERICA, INC. (Rockville MD)
MD
02/02/2015 - 05/29/2019
RBC CAPITAL MARKETS, LLC (CHEVY CHASE MD)
MD
11/04/2013 - 02/05/2015
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
MD
10/02/2013 - 11/15/2013
MORGAN STANLEY (BETHESDA MD)
BOTH
Issued 12/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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