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 advisor who has been in the industry since 1987. Daniel has a Series 6, 7, 22, 63, and 65 license. Daniel holds a Chartered Financial Consultant designation and is currently registered with Cetera Investment Advisers LLC. Daniel has worked with Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Daniel works out of the Burlington, VT office of Cetera Investment Advisers 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.
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.
1
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 4/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/9/2000
Series 7 - General Securities Representative Examination
BC
Issued 2/16/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Reagan is the right advisor for you? Invested Better is here to help.
