Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dingus is a financial advisor with Fragasso Financial Advisors. Daniel has been in the financial services industry for over 17 years. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional, and holds both Series 6 and 7 licenses. He is also a Registered Investment Advisor in Pennsylvania. Daniel has experience in providing financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Daniel’s commitment to providing personalized and comprehensive financial advice has earned him a reputation as a trusted advisor in the community.
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.
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
PA
11/15/2010 - Present
Fragasso Financial Advisors (SEWICKLEY PA)
PA
09/21/2007 - 08/03/2018
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
01/01/2007 - 08/03/2007
STANCORP EQUITIES, INC. (PITTSBURGH PA)
PA
10/07/2005 - 01/01/2007
INVESMART SECURITIES, LLC (PITTSBURGH PA)
PA
10/24/2002 - 09/19/2005
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BC
Issued 03/02/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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