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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Marco Bagot is a financial advisor with over 10 years of experience in the industry. Daniel Marco Bagot is currently registered with LPL Financial LLC and has been with the firm since May 2021. Prior to that, Daniel Marco Bagot worked at Stifel, Nicolaus & Company, Incorporated and Scottrade, Inc. Daniel Marco Bagot is licensed to provide investment advice in the state of Missouri. Daniel Marco Bagot holds the Series 7, Series 63, and SIE licenses. Daniel Marco Bagot specializes in providing investment advice to individuals, corporations, and other businesses. LPL Financial LLC is a registered investment advisor with over $463 billion in assets under management. LPL Financial LLC provides a wide range of financial services to individuals, corporations, and other businesses. LPL Financial LLC's main office is located in Fort Mill, South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
05/11/2021 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
11/28/2017 - 01/24/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
05/02/2017 - 10/13/2017
SCOTTRADE, INC. (ST. LOUIS MO)
BC
Issued 05/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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