Daniel M. Osman
Professional summary
Daniel M Osman is a registered financial professional currently at VIGILANT DISTRIBUTORS, LLC located in New York, New York.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2001. Daniel has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel M Osman's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2025 - Present
VIGILANT DISTRIBUTORS, LLC
Office #1: 299 Park Avenue 5th Floor, New York, NY 10171March 2, 2021 - January 13, 2022
CRESCENT WEALTH ADVISORY, LLC
September 4, 2019 - December 22, 2020
SEXTANT SECURITIES, LLC
January 29, 2004 - April 1, 2008
STRATEGIC ADVISERS LLC
January 29, 2004 - April 1, 2008
FIDELITY BROKERAGE SERVICES LLC
September 12, 2002 - January 6, 2004
MORGAN STANLEY DW INC.
June 19, 2001 - August 20, 2002
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 2/11/2025
General Securities Representative ExaminationFINRA
Current Firm
VIGILANT DISTRIBUTORS, LLC
CRD#: 285573 / SEC#: , 8-69854
Contact information
FINRA licenses (53 States and Territories)
Documents
Red Flags
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