Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McGarrigle is a financial advisor with over a decade of experience in the industry, working with clients across a range of needs. Daniel is currently registered with Osaic Wealth, Inc., and Osaic Services, Inc. Daniel has a strong background in financial planning, portfolio management and pension consulting. Daniel's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans and corporations.
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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AZ
08/07/2019 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/21/2024 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
10/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
08/07/2019 - 03/25/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
08/07/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ST. PETERSBURG FL)
FL
06/24/2014 - 08/15/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
01/23/2012 - 06/25/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BC
Issued 03/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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