Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stavale is an Investment Advisor Representative currently registered with Paragon Retirement Planning, Inc.. Daniel has 17 years of experience in the financial services industry and is licensed to provide advisory services in Michigan. Daniel has passed the Series 6, Series 63 and Series 65 exams. Daniel is also an independent insurance agent selling various insurance products.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
MI
01/01/2025 - Present
Paragon Retirement Planning, Inc. (TROY MI)
MI
10/27/2008 - 07/09/2013
SIGMA FINANCIAL CORPORATION (TROY MI)
TX
01/27/2004 - 06/22/2005
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
AZ
01/16/1998 - 02/09/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
07/16/1996 - 06/09/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 10/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Daniel Stavale is the right advisor for you? Invested Better is here to help.
