Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Raphael Diiorgi is a registered investment advisor representative with Eagle Strategies LLC. He has been in the industry since August 23, 2006. Daniel Raphael Diiorgi is registered in Louisiana, Nebraska, New Jersey, New York, and Texas. He has passed the Series 63, Series 65, Series 7, and SIE exams. Daniel Raphael Diiorgi was previously registered with MetLife Securities Inc., Chase Investment Services Corp., and E1 Asset Management, Inc. Daniel Raphael Diiorgi has a long history in the financial services industry and is committed to providing his clients with the highest quality of service.
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.
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
NY
03/22/2017 - Present
Eagle Strategies LLC (NEW YORK NY)
NJ
09/25/2012 - 05/07/2014
METLIFE SECURITIES INC. (PARAMUS NJ)
NY
04/21/2010 - 09/21/2012
CHASE INVESTMENT SERVICES CORP. (ORANGEBURG NY)
NY
06/14/2006 - 03/17/2010
E1 ASSET MANAGEMENT, INC. (NEW YORK NY)
IA
Issued 11/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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