Daniel Mark Saccal

Current Employers

Employment History

• 10/2015 → 07/2017
  Lincoln Financial Securities Corporation
  Palm Beach Gardens, FL
• 07/2017 → Present
  Vision Wealth Management, Inc
  Palm Beach Gardens, FL
• 07/2019 → 04/2021
  Wealth Watch Advisors
  Englewood, CO
• 01/2025 → Present
  Altitude Captial Management Llc
  Des Moines, IA

Previous Registrations

• 2019-07-31 → 2021-04-15
  Wealth Watch Advisors, Inc
  Palm Beach Gardens, FL
• 2015-10-30 → 2017-07-26
  Osaic Fs, Inc.
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Canonsburg, PA
• 2011-06-14 → 2013-10-31
  Sicor Securities Inc
  Dayton, OH
  Dayton, OH
  West Palm Beach, FL
  Palm Beach Gardens, FL
  Dayton, OH
• 2009-12-04 → 2010-09-10
  J. W. Cole Advisors, Inc.
  Tampa, FL
  Palm Beach Gardens, FL
• 2005-11-17 → 2008-09-16
  Gunnallen Financial, Inc
  Tampa, FL
  Boca Raton, FL
• 2005-05-05 → 2005-11-17
  Osaic Wealth, Inc.
  North Palm Beach, FL

Other Businesses

1. Daniel M Saccal / Vision Wealth Management, Inc., 4091 Jonquil Cr S, Palm Beach Gardens FL 33410 Category: Insurance Investment Related: Yes Title: Owner Duties: offers indexed annuities, fixed annuities, traditional life insurance Start Date: 10/2004 Hours per Month: 120 Hours per Month during trading hours: 120 2. Name and Address: Child Care Centers, Inc., 5557 W Waters Ave, STE 700, Tampa FL 33634 Category: Legal Entity Investment Related: No Title: Co-Owner/President Duties: assist with day to day financial aspects of running a daycare facility Start Date: 04/2017 Hours per Month: 5 Hours per Month during trading hours: 5 3. NAME AND ADDRESS: VELOCITY CREDIT UNION, PALM BEACH GARDENS, FLORIDA CATEGORY: CREDIT UNION INVESTMENT RELATED: NO TITLE: BOARD MEMBER DUTIES: HELP OVERSEE OPERATION START DATE: 2013 HOURS PER MONTH 3

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-11
• S66 Uniform Combined State Law Examination
  2005-05-03
• S63 Uniform Securities Agent State Law Examination
  2001-08-13

Other Names

• Daniel Saccal