Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Maurice Daniel is a financial advisor with over 47 years of experience in the industry. Steven is currently registered with Osaic Wealth, Inc. and holds licenses in 24 states. Steven's previous experience includes Woodbury Financial Services, Inc. and Aetna Life Insurance and Annuity Company. Steven's areas of expertise include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for 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.
1
2
MT
01/19/2024 - Present
Osaic Wealth, Inc. (BUTTE MT)
MT
06/22/1976 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BUTTE MT)
NA
06/19/1983 - 10/15/1985
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 03/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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