Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Pessagno is a financial advisor who has been in the industry since 2004. He is currently registered with Cic Wealth, Llc and Apollon Wealth Management, LLC. His experience spans multiple firms, including Securian Financial Services, Inc. and Cadaret, Grant & Co., Inc. Daniel James Pessagno's expertise lies in providing financial planning and portfolio management services to individuals and high-net-worth individuals. He is also well-versed in pension consulting and selection of other advisors.
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.
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
MD
08/16/2018 - Present
CIC Wealth, LLC (OWING MILLS MD)
MD
02/01/2017 - 07/05/2018
SECURIAN FINANCIAL SERVICES, INC. (Towson MD)
MD
08/11/2015 - 12/31/2016
CADARET, GRANT & CO., INC. (Baltimore MD)
MD
04/15/2015 - 08/18/2015
WADDELL & REED (OWINGS MILL MD)
MD
03/31/2014 - 04/14/2015
CETERA INVESTMENT SERVICES LLC (FOREST HILL MD)
OH
04/26/2004 - 04/02/2014
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
03/16/2004 - 04/23/2004
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BC
Issued 08/29/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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