Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mccaffery Regan has been in the financial services industry since 1993 and is currently registered with Osaic Wealth, Inc. in Butte, MT. Previously, Daniel Mccaffery Regan worked at Signator Investors, Inc. and Signator Financial Services, Inc., also in Butte, MT. Daniel Mccaffery Regan has a Series 63, Series 22, Series 62, and Series 6 license.
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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2
MT
11/02/2018 - Present
Osaic Wealth, Inc. (BUTTE MT)
MT
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (BUTTE MT)
MT
09/01/2010 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (BUTTE MT)
MT
01/02/2002 - 09/23/2010
NEXT FINANCIAL GROUP, INC. (BUTTE MT)
IA
03/02/1999 - 11/20/2001
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
02/03/1998 - 03/10/1999
C.R.I. SECURITIES, INC. (ST. PAUL MN)
MN
08/04/1995 - 03/10/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IN
06/11/1993 - 08/08/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 06/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/24/2003
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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