Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Reagan is a financial professional with over 35 years of experience in the investment industry. Daniel has been registered as a securities representative since 1987, and as an investment advisor representative since 1999. Daniel currently works for Cetera Investment Advisers LLC, based in Burlington, VT, where Daniel focuses on providing financial advice and investment management services to individuals, families, and businesses. Prior to joining Cetera Investment Advisers, Daniel worked for NFP Securities, Inc. and Nathan & Lewis Securities, Inc. Daniel also owns and operates Technical Packaging Service, Inc., a service packaging company, and is a partner in Castle Advisors, LLP, an investment practice. Daniel is a Chartered Financial Consultant.
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
VT
04/05/2013 - Present
Cetera Investment Advisers LLC (BURLINGTON VT)
VT
04/01/2003 - 03/28/2013
NFP SECURITIES, INC. (COLCHESTER VT)
NY
01/28/2002 - 04/08/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
VT
04/13/1987 - 02/08/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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