Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Duarte Cagley is an investment advisor representative with Vanguard Advisers, Inc. Danny has been in the industry for over 16 years and holds the following licenses: Series 6, 7, 63, 66 and SIE. Danny is registered to provide investment advisory services in 53 states and is a licensed investment advisor representative in Arizona and Texas. Danny has previously worked at WELLS FARGO ADVISORS, LLC and CHASE INVESTMENT SERVICES CORP. Danny's current employment is with Vanguard Advisers, Inc. in their Scottsdale, Arizona office.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
AZ
09/05/2019 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
04/01/2008 - 02/23/2011
WELLS FARGO ADVISORS, LLC (SUN CITY AZ)
AZ
02/21/2006 - 03/27/2008
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
BOTH
Issued 08/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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