Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Polster is an active investment advisor representative in California and Texas. Daniel has been working in the financial services industry since 2005. He is currently affiliated with Osaic Wealth, Inc. where he provides investment advisory services for a variety of clients. Prior to that, Daniel was affiliated with Woodbury Financial Services, Inc., Questar Capital Corporation, Wedbush Securities Inc. and Edward Jones. Daniel's areas of expertise include financial planning and portfolio management for both businesses and individuals. He is a Series 7 and Series 66 licensed representative and also holds an Enrolled Agent designation.
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
CA
06/10/2024 - Present
Osaic Wealth, Inc. (RED BLUFF CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (RED BLUFF CA)
CA
01/20/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (RED BLUFF CA)
CA
07/27/2009 - 01/26/2012
WEDBUSH SECURITIES INC. (RED BLUFF CA)
CA
02/01/2005 - 07/14/2009
EDWARD JONES (RED BLUFF CA)
BOTH
Issued 02/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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