Steven Maurice Daniel

Current Employers

Employment History

• 06/1976 → Present
  Fortis Investors, Inc.
  St Paul, MN
• 01/1984 → Present
  Daniel Financial Services, Inc.
  Butte, MT
• 01/2024 → Present
  Osaic Wealth, Inc.
  Butte, MT

Previous Registrations

• 2008-02-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Butte, MT
  Butte, MT

Other Businesses

1) DANIEL BUILDING- COMMERCIAL REAL ESTATE POSITION: owner NATURE: Jointly owned INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1980 ADDRESS: 18 W. Galena, Butte MT 59701, United States DESCRIPTION: Commercial building owned with my brother and my wife. My office is located in this building. Also this building houses my brother's separate insurance business and another tenant for personal use. 2) DANIEL FINANCIAL SERVICES, INC-FIXED INSURANCE POSITION: Owner/President NATURE: Corporation, Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/01/1976 ADDRESS: 18 w. Galena, Butte MT 59701, United States DESCRIPTION: Provide fixed insurance products to my clients 3) BUTTE SILVER BOW CCMMUNITY FOUNDATION/ POSITION: Board NATURE: 501(c)3, distribution of charitable funds INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1990 ADDRESS: 3505 Quincy Street, Butte MT 59701, United States DESCRIPTION: Attend board meeting to distribute Funds to worthy causes with no check writing authority 4) BUTTE COMMUNITY CONCERT ASSOCIATION POSITION: Board NATURE: 501(c)3 nonprofit providing musical entertainment and education to Butte INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2010 ADDRESS: 3 Green Lane, Butte MT 59701, United States DESCRIPTION: Attend board meeting of BSBCA, bring high quality music and education to our community. I have no check writing authority 5) CHRISTIAN FELLOWSHIP STUDY GROUP POSITION: board NATURE: non profit organizes an annual Christian retreat and monthly study telconferences INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1970 ADDRESS: 2600 Meadowbrook Lane, Butte MT 59701, United States DESCRIPTION: Make decisions for the study retreat and fellowship breakfast for MDRT meeting and monthy calls 6) BUTTE EXCHANGE CLUB OF AMERICA POSITION: board NATURE: Non profit service club INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2012 ADDRESS: 62 W. Granite, Butte MT 59701, United States DESCRIPTION: Attend board meetings to help determine activities of the club 7) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS POSITION: Board NATURE: non profit providing education to Insurance and financial advisors INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1976 ADDRESS: 2600 Meadowbrook Lane, Butte MT 59701, United States DESCRIPTION: attend board meetings which determine how best to educate local insurance and financial profesionals

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-03-17

Designations