Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Malagoli is a financial advisor currently registered with First Trust Advisors LP in Wheaton, Illinois. Daniel is a Registered Representative and Investment Advisor Representative. Daniel has been working in the industry since September 2021 and has successfully passed the Series 66, Series 7TO, and SIE exams. Daniel has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, pooled investment vehicles, and more. Daniel specializes in providing financial advice and portfolio management services.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
09/14/2021 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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