Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Paul Mageras is an investment advisor representative with Independent Financial Partners. Daniel is a Certified Financial Planner and has been in the industry since 1998. He has a wide range of experience in financial planning, investment advice, and other related financial consulting. Daniel holds the Series 66, Series 7, and SIE licenses. He is registered to provide investment advice in Alabama, Arizona, California, Connecticut, Florida, Kansas, Kentucky, New Jersey, Utah, and Virginia. Daniel's previous firms include LPL Financial LLC, Raymond James & Associates, Inc., Sterling Enterprises Group, Inc., Centennial Capital Management, Inc., Mutual Trust Co. of America Securities, and Gemisys Securities Corporation.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
02/26/2018 - Present
Independent Financial Partners (St. Petersburg FL)
FL
07/11/2011 - 05/23/2019
LPL FINANCIAL LLC (ST. PETERSBURG FL)
FL
08/01/2000 - 07/21/2011
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/07/2000 - 06/16/2000
STERLING ENTERPRISES GROUP, INC. (ST. PETERSBURG FL)
GA
08/14/1998 - 02/08/1999
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
FL
02/11/1998 - 07/02/1998
MUTUAL TRUST CO. OF AMERICA SECURITIES (ST. PETERSBURG FL)
CO
03/03/1997 - 12/23/1997
GEMISYS SECURITIES CORPORATION (CENTENNIAL CO)
BOTH
Issued 10/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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