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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 Jagiello is a financial advisor with The Colony Group, LLC. Daniel has been in the industry for more than 3 years and is licensed in New York. Daniel has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, state or municipal government entities, pension and profit-sharing plans, and pooled investment vehicles. Daniel specializes in providing financial planning, portfolio management, and other advisory services. Daniel also works as a baseball coach for youth baseball.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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NY
07/01/2024 - Present
THE Colony Group, LLC (GARDEN CITY NY)
NY
08/06/2019 - 12/19/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MELVILLE NY)
BOTH
Issued 11/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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