Daniel Charlesworth is an experienced Investment Advisor Representative currently working at Osaic since August 2023, specializing in retirement, insurance, college, estate, and investment planning. Previous roles include similar positions at Royal Alliance Associates from November 2018 to July 2023, Signator Investors, Inc. from May 2016 to November 2018, and Transamerica Financial Advisors, Inc. from May 2012 to May 2016. Daniel holds the titles of Resident Insurance Producer (Life, Accident, & Health) and is Long Term Care Medical Assistance Eligible, possessing Series 63 and 7 licenses. Additional experience includes a financial analysis internship at Mayo Clinic and earlier roles in logistics and city maintenance. Daniel earned a Bachelor of Business Administration in Accounting and Finance from the University of Minnesota Duluth from 2007 to 2012.
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