Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Coder is a financial professional with over 26 years of experience in the industry. Daniel is currently registered with Osaic Wealth, Inc. in TALLMADGE, OH, and has been with the firm since November 3, 2023. Prior to joining Osaic Wealth, Inc., Daniel worked at FSC SECURITIES CORPORATION in TALLMADGE, OH. Daniel has passed both the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Daniel specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
11/03/2023 - Present
Osaic Wealth, Inc. (TALLMADGE OH)
OH
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (TALLMADGE OH)
OH
06/15/2005 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (TALLMADGE OH)
IN
03/13/2001 - 04/28/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CT
08/23/1996 - 12/31/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
05/07/1996 - 09/03/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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