Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aguillon is a financial advisor with over 10 years of experience in the industry. Daniel currently works with Osaic Wealth, Inc. Previously, Daniel has worked with firms such as SagePoint Financial, Inc., LPL Financial LLC, Investors Capital Corp., and Next Financial Group, Inc. Daniel holds a Series 7 license and the Securities Industry Essentials Examination. Daniel specializes in various aspects of financial planning and portfolio management, including working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
10/02/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
04/21/2014 - 05/05/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
02/19/2013 - 11/05/2013
INVESTORS CAPITAL CORP. (IRVINE CA)
CA
04/05/2011 - 09/19/2011
NEXT FINANCIAL GROUP, INC. (TEMECULA CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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