Unclaimed
Dan Pope Hagler is a financial advisor with over 29 years of experience in the financial services industry. Dan is currently registered with Granite State Retirement Planning, Inc. and has previously worked with TRIAD ADVISORS LLC, AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Dan holds the Series 6, 7, 24, 63, 65, 99TO, and SIE licenses and is a Certified Financial Planner. Dan specializes in providing financial planning, portfolio management, pension consulting, and selection of other advisors to individuals and businesses. Dan is registered to provide investment advice in New Hampshire and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Seminars
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NH
03/05/2020 - Present
Granite State Retirement Planning, Inc. (BEDFORD NH)
NH
11/18/2008 - 08/23/2024
TRIAD ADVISORS LLC (BEDFORD NH)
NH
10/31/2005 - 11/21/2008
AIG FINANCIAL ADVISORS, INC. (BEDFORD NH)
AZ
11/23/1999 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MA
03/02/1994 - 12/01/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/02/1994 - 12/01/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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