Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Pagilagan is a financial advisor associated with Wells Fargo Clearing Services, LLC, a company providing brokerage and investment advisory services. Daniel has been in the industry since 2007 and has been associated with Wells Fargo Advisors, LLC since 2014. Daniel is registered with FINRA and the state of California and holds the Series 66, Series 7 and SIE securities licenses. Daniel previously worked for J.P. Morgan Securities LLC, Chase Investment Services Corp. and MetLife Securities Inc..
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.
Investment consulting services to institutional clients
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.
1
2
CA
05/26/2020 - Present
Wells Fargo Clearing Services, LLC (LAKEWOOD CA)
CA
10/01/2012 - 12/02/2014
J.P. MORGAN SECURITIES LLC (LAKEWOOD CA)
CA
06/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAKEWOOD CA)
CA
01/08/2007 - 09/17/2009
METLIFE SECURITIES INC. (IRVINE CA)
CA
01/08/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (IRVINE CA)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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