Securian Financial Services, Inc
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About this Advisor
Daniel Zagata is a certified financial planner in Orlando, Florida. Currently a registered investment advisor with Securian Financial Services, Inc, Zagata has 10 years of professional experience as a financial advisor. Zagata maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Zagata can work with clients based out of Florida. Zagata has gained experience at Securian Financial Services, Ibis Financial Group, Minnesota Life Insurance Company and Evershore Financial Group. Securian Financial Services, Inc is headquartered in Orlando, Florida, and operates out of 172 other offices in the United States. In aggregate, Securian Financial Services, Inc manages $10 billion in assets throughout 34,933 accounts and employs more than 1,703 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the United States. The firm manages 8,135 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 19% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Securian Financial Services, Inc can offer 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. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Securian Financial Services, Inc Brokerage Details
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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 Zagata Work History
Daniel has 10 years of experience.
Evershore Financial Group
Securian Financial Services
Minnesota Life Insurance Company
Ibis Financial Group
Daniel Zagata has no disclosures.
Please visit their SEC profile for more details.