Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Victor Croll is a financial advisor based in Beverly Hills, California, with over 29 years of experience in the financial services industry. Daniel is currently registered with Osaic Wealth, Inc., and has previously worked with SAGEPOINT FINANCIAL, INC. and SUNAMERICA SECURITIES, INC. Daniel's extensive experience and expertise in investment advising allows Daniel to offer a comprehensive range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel is committed to helping clients achieve their financial goals.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (BEVERLY HILLS CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEVERLY HILLS CA)
AZ
05/06/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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