Daniel Phelps Finkel

Current Employers

Employment History

• 08/1999 → Present
  Savage & Associates
  Toledo, OH
• 01/2001 → 06/2023
  Ottawa Hills High School
  Toledo, OH
• 07/2007 → Present
  Pyrotechnico
  New Castle, PA
• 07/2013 → 08/2023
  Royal Alliance
  Toledo, OH
• 02/2015 → Present
  Excel/Colibri
  Westerville, OH
• 08/2023 → Present
  Osaic Wealth, Inc
  Toledo, OH

Previous Registrations

• 2005-06-06 → 2013-07-10
  Walnut Street Securities, Inc.
  Toledo, OH
  Toledo, OH

Other Businesses

1) XCEL/COLIBRI POSITION: Instructor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/15/2015 ADDRESS: 7700 Square Lake Blvd, Jacksonville FL 32256, United States DESCRIPTION: I instruct a course to help students pass the Life Insurance Exam for the State of Ohio. The state requires that instructors be life licensed and actively working in the field to be qualified to teach. 2) SAVAGE & ASSOCIATES POSITION: Agent NATURE: Selling life and health insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/01/1999 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell insurance. Life and health. 3) STARFIRE CORP POSITION: Shooter NATURE: Independent contractor for Starfire Corporation located in Carroltown PA. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/04/2007 ADDRESS: 2725 COLLINGWOOD BLVD, Toledo OH 43610 DESCRIPTION: Set up and set off fireworks displays. 4) DANIEL FINKEL - LANDLORD (PARK ROW LLC) POSITION: Landlord NATURE: Park Row LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 14 START DATE: 04/01/2004 ADDRESS: 2725 Collingwood Blvd, Toledo OH 43610, United States DESCRIPTION: Collect rent and maintain property 2333 Scottwood Ave and 2725 Collingwood Blvd. Park Row LLC holds the bank account that collects rent and pays out expenses related to rentals. 5) FINANCIAL POA POSITION: Financial POA NATURE: Financial POA for my sister. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 2725 Collingwood, Toledo OH 43610, United States DESCRIPTION: Financial POA for my sister in the event she is incapacitated. 6) SAVAGE AND ASSOCIATES POSITION: Financial Professional NATURE: Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 03/01/1999 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Oversee client investments, make recommendations, manage a portfolio as part of my primary function as a FP . 7) FORT MEIGS HISTORIC SITE POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/14/2023 ADDRESS: 29100 W River Rd, Perrysburg OH 43551, United States DESCRIPTION: Attend Board Meetings 8) DAN FINKEL, INSURANCE AGENT POSITION: Agent NATURE: Sole prop INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/01/1999 ADDRESS: 655 Beaver Creek Circle, Maumee OH 43537, United States DESCRIPTION: Sell Life and Health Products that do not have commissions paid by the Agency but directly form the carriers. 9) OLD WEST END FESTIVAL COMMITTEE POSITION: Steering Committe Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 09/19/2024 ADDRESS: 2725 Collingwood, Toledo OH 43610, United States DESCRIPTION: We make decisions as to how the Old West End Festival is to be run. Each chair such as trash, tents and porta potties, buskers, beer, house torus etc... report to a steering committee member. I have not been assigned my chairs at this time.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-30

Designations