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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Christopher Zagata is a financial advisor with Cetera Investment Advisers LLC. Daniel has been in the industry since April 18, 2003, and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Daniel offers a range of financial services, including financial planning, portfolio management, and pension consulting. Daniel is also a Certified Financial Planner. Before joining Cetera Investment Advisers LLC, Daniel was with Securian Financial Services, Inc. and Signator Investors, 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
08/10/2023 - Present
Cetera Investment Advisers LLC (Maitland FL)
FL
10/16/2008 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Maitland FL)
FL
04/17/2003 - 10/13/2008
SIGNATOR INVESTORS, INC. (MAITLAND FL)
IA
Issued 9/9/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/2/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/9/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 6/9/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2004
Series 7 - General Securities Representative Examination
BC
Issued 4/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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