Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Salavatore Reganata is a financial advisor with Avantax Advisory Services. Daniel has been in the industry for over 16 years and is registered in Florida, Maryland, New Jersey, Pennsylvania, and Texas. Daniel is a Personal Financial Specialist and offers a range of advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel is also a licensed insurance agent. Daniel's previous experience includes working with Questar Capital Corporation and HD Vest Investment Securities.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/04/2024 - Present
Avantax Advisory Services (DALLAS TX)
NJ
01/14/2015 - 08/05/2015
QUESTAR CAPITAL CORPORATION (CHERRY HILL NJ)
NJ
11/02/2007 - 01/14/2015
HD VEST INVESTMENT SERVICES (CHERRY HILL NJ)
BC
Issued 09/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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