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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel William Charlesworth is an investment advisor representative at Osaic Wealth, Inc. located in Rochester, Minnesota. Daniel has been in the industry since February 14, 2013 and is registered with the state of Minnesota, as well as several other states. Daniel's experience includes working at several other firms, including Transamerica Financial Advisors, Inc, Signator Investors, Inc, and Royal Alliance Associates, Inc. Daniel has successfully completed the Series 63, SIE, and Series 7 exams, as well as other licensing requirements. Daniel provides financial planning, pension consulting, and educational seminars to individuals, businesses, and pension and profit-sharing plans.
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.
1
2
MN
09/26/2024 - Present
Osaic Wealth, Inc. (ROCHESTER MN)
MN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (ROCHESTER MN)
MN
02/15/2013 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ROCHESTER MN)
BC
Issued 2/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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