Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Roy Dagit is an investment advisor representative with Savant Wealth Management. Dagit has been in the industry since 1986. Dagit is registered in Illinois. Dagit holds the Series 6, 7, 31, and 66 licenses. Dagit is a Certified Financial Planner. Dagit specializes in retirement planning, college savings, estate planning, and investment management. Prior to joining Savant Wealth Management, Dagit worked at Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
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.
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
IL
06/29/2010 - Present
Savant Wealth Management (ROCKFORD IL)
IL
06/01/2009 - 07/15/2010
MORGAN STANLEY SMITH BARNEY (PEORIA IL)
IL
06/06/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PEORIA IL)
NA
07/25/1986 - 12/04/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 06/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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