Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Thomas Ossi has been in the financial services industry since 1996. Danny is currently a Registered Representative with J. W. Cole Advisors, Inc. and has been with the firm since 2011. Danny has also previously worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. Danny holds the Series 63, Series 7, and SIE securities licenses. Danny specializes in Financial Planning, Portfolio Management for Businesses, Portfolio Management for Individuals, and Selection of Other Advisors. Danny’s firm, J. W. Cole Advisors, Inc. is based in Tampa, FL and provides a variety of financial services to individuals, businesses, and institutions. Danny is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Hourly & fixed rate consulting
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
FL
07/18/2011 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
04/13/2007 - 04/08/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
03/15/1996 - 04/16/2007
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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