Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jago is a financial advisor associated with Private Advisor Group, LLC. Daniel is currently registered to offer securities and investment advisory services in 22 states and has been in the financial services industry since September 19, 2007. Daniel holds the Series 7, Series 66, and SIE licenses. Daniel has been employed by Private Advisor Group, LLC since June 2015. In addition to working for Private Advisor Group, LLC, Daniel also has an affiliation with Main Street Capital Partners, LLC.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
06/24/2015 - Present
Private Advisor Group, LLC (BEDMINSTER NJ)
NJ
08/24/2007 - 12/07/2007
HENNION & WALSH, INC. (PARSIPPANY NJ)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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