Daniel Zagata, financial advisor Orlando FL
96 score

Daniel Zagata

CRD 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 13 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.

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Professional Designations
Company Name Location Dates Years
Evershore Financial Group Orlando, FL Apr 2011 - Current 5
Securian Financial Services St. Paul, MN Oct 2008 - Current 8
Minnesota Life Insurance Company St. Paul, MN Oct 2008 - Current 8
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
Contact Info for Daniel C. Zagata
Phone Number: 651-665-5609
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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