Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Agoglia is a financial advisor registered with Independence Square Holdings, LLC, a registered investment advisor. Daniel is also a registered representative of LPL Financial, LLC. Daniel has been in the financial services industry since August 2002. Daniel's current registrations include: Series 7, Series 63, Series 66 and SIE. Daniel is a member of FINRA and the Securities Investor Protection Corporation (SIPC).
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage 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.
Referral fees
1
2
PA
01/17/2020 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
04/29/2009 - 12/13/2012
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
05/23/2006 - 04/30/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/16/1998 - 04/07/2006
PRUDENTIAL EQUITY GROUP, LLC (NEW YORK NY)
BOTH
Issued 05/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2002
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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