Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Senn is a financial advisor registered with Osaic Wealth, Inc. Danny has been in the industry since May 2006 and currently holds Series 6, 63, and 65 licenses. Danny has worked at several firms including Securities America, Inc. and Wall Street Financial Group, Inc.. Danny currently serves as a registered investment advisor representative (IAR) for the firm. Danny specializes in working with individuals, families, and businesses. Danny offers financial planning, portfolio management, and other advisory services.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (Jamestown NY)
NY
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Jamestown NY)
NY
08/01/2014 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (Randolph NY)
NY
05/25/2006 - 08/18/2014
PARK AVENUE SECURITIES LLC (JAMESTOWN NY)
IA
Issued 01/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Danny Senn is the right advisor for you? Invested Better is here to help.
