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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Wagner is a financial advisor with Commonwealth Financial Network. Dan has been in the financial industry since 1998. Dan is registered with the following states: Arizona, California, Colorado, Connecticut, Maine, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, Ohio, Rhode Island, Vermont, and Virginia. Dan specializes in retirement planning, education planning, investment management, insurance planning, and estate planning. Dan's office is located at 190 North Main Street, Third Floor in Natick, MA.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
07/27/2020 - Present
Commonwealth Financial Network (Natick MA)
MA
03/25/2017 - 07/29/2020
MML INVESTORS SERVICES, LLC (WELLESLEY MA)
MA
02/27/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
10/06/2011 - 03/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
12/12/2006 - 12/02/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
RI
03/04/2004 - 04/17/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
03/17/1995 - 03/09/2000
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
09/29/1993 - 04/25/1995
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
OH
08/21/1992 - 06/28/1993
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NA
03/18/1988 - 01/19/1989
DEAN WITTER REYNOLDS INC.
NA
07/13/1987 - 04/04/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 11/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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