Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Steven Osborne is a financial advisor with Osaic Wealth, Inc., registered with the state of Ohio. Daniel has over 30 years of experience in the financial services industry. Daniel's career includes previous roles with Woodbury Financial Services, Inc., Investcorp, Inc., Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Daniel holds several professional licenses and designations, including Series 7, Series 8, Series 9, Series 10, Series 63 and Certified Financial Planner™. Daniel provides financial planning, portfolio management for individuals and businesses, and other advisory services.
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
OH
01/19/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
05/07/1997 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CINCINNATI OH)
FL
02/12/1997 - 05/14/1997
INVESTACORP, INC. (MIAMI FL)
RI
02/22/1995 - 10/15/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/30/1992 - 02/22/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
08/22/1991 - 11/14/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/22/1991 - 11/14/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/30/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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