Daniel DagueCRD Number: 2397866
Current Firm: Prosperity Wealth Management, Inc.
Daniel Dague (CRD# 2397866) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Alliance, OH and has over 17 years of experience in the finance industry.
Sagepoint Financial, Inc.
Mml Investors Services, LLC
|Prosperity Wealth Management Inc.||San Ramon, CA||Nov 2019 - Current||2|
|Fortune Financial Services, Inc.||Monaca, PA||Jan 2015 - Current||6|
|Buckeye Tax Service||Alliance, OH||Oct 2004 - Current||17|
|Investment Network||Fairlawn, OH||Nov 2004 - Jan 2015||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2004|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management177MILLIONS
Total Number of Accounts1,056ACCOUNTS
Average Account Value$168,024
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA
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