Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniella? Claim Your ProfileDaniella Solati is an investment advisor representative with Osaic Wealth, Inc. Daniella has been in the financial services industry for over 8 years. Prior to joining Osaic Wealth, Inc., Daniella worked at Securities America, Inc., Development Corporation for Israel, Leumi Investment Services Inc., Oppenheimer & Co. Inc., and Key Investment Services LLC. Daniella is a licensed investment advisor representative in Connecticut and Nebraska and holds a Series 6, 7, 63, 65 and SIE licenses. Daniella provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Daniella is also a realtor and devotes some time to her real estate business.
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
06/14/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NE
09/28/2022 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
10/08/2021 - 03/23/2022
DEVELOPMENT CORPORATION FOR ISRAEL (NEW YORK NY)
NY
10/10/2019 - 02/25/2021
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
CT
11/06/2018 - 08/23/2019
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
06/19/2017 - 09/25/2018
KEY INVESTMENT SERVICES LLC (MILFORD CT)
CT
07/31/2015 - 10/25/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
IA
Issued 05/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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