Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Velcheck is a registered representative and investment advisor representative with Osaic Wealth, Inc. in Ballwin, Missouri. Daniel is also a Certified Public Accountant and has experience in accounting, tax preparation and audit services. Daniel has been in the securities industry since 2023 and has a strong understanding of the financial markets. Daniel offers a variety of financial services to individuals, businesses and charitable organizations. These services include financial planning, portfolio management, and investment advisory services. Daniel's specializations include education, retirement planning, investment planning, estate planning, and insurance planning.
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
MO
10/10/2024 - Present
Osaic Wealth, Inc. (BALLWIN MO)
IA
Issued 08/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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