Daniel
Barboni
Securian Financial Services, Inc
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About this Advisor
Daniel Barboni is a financial advisor working in Palm Beach Gardens, Florida, with a total of 9 years of relevant experience. Barboni is currently employed by Securian Financial Services, Inc. Their career trajectory has included roles at Avanti Way Realty, Securian Financial Services, Minnesota Life Insurance Company and Evershore Financial Group. Barboni holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Securian Financial Services, Inc is a financial advisory company that has its headquarters in Saint Paul, MN. It has offices in 155 locations and a total of 1,750 advisors. It controls $21 billion in assets among its 76,075 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 165 charities and foundations. Of its 76,075 customer accounts, 18% belong to high-net-worth investors who have greater than $1 million in investable assets. Securian Financial Services, Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the financial services provided. However, fees charged by Securian Financial Services, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Securian Financial Services, Inc Brokerage Details
$20,684,796,225
1,750
76,075
$271,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Barboni Work History
Daniel has been registered as a financial advisor for 9 years.*
Evershore Financial Group
Securian Financial Services
Minnesota Life Insurance Company
Avanti Way Realty
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Barboni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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