Daniel ZagataCRD Number: 4484474
Current Firm: Securian Financial Services, Inc.
Daniel Zagata (CRD# 4484474) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Orlando, FL and has over 14 years of experience in the finance industry. Daniel Zagata has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Evershore Financial Group||Orlando, FL||Apr 2011 - Current||7|
|Securian Financial Services||St. Paul, MN||Oct 2008 - Current||9|
|Minnesota Life Insurance Company||St. Paul, MN||Oct 2008 - Current||9|
|Ibis Financial Group||Orlando, FL||Oct 2008 - Apr 2011||2|
|Signator Investors||Boca Raton, FL||Oct 2002 - Oct 2008||6|
|John Hancock||Maitland, FL||Oct 2002 - Oct 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2003|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV