Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wade Pierce is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. Daniel has been in the financial services industry since January 2014. Daniel has experience working with individual clients as well as corporations and charitable organizations. Daniel holds a variety of licenses and designations, including Series 7, 66, 24 and SIE, and is registered with the state of Nebraska.
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
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/19/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/19/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/19/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/19/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/18/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
08/31/2020 - 04/17/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
NE
09/14/2011 - 03/15/2017
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
NE
05/20/2010 - 11/05/2010
SECURIAN FINANCIAL SERVICES, INC. (LINCOLN NE)
NE
10/09/2008 - 05/29/2009
SECURIAN FINANCIAL SERVICES, INC. (LINCOLN NE)
BOTH
Issued 12/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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