Daniel Mageras is a CFP-designated registered investment advisor, based in St. Petersburg, FL, with 27 years of industry experience.
Location
111 2ND Ave NE, Suite 1406, St. Petersburg, FL, 33701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an investment advisor representative with Independent Financial Partners and Mageras Financial Planning, spending the majority of his time on these activities. He also engages in insurance-related activities, including selling life, health, disability, long-term care, and fixed annuity products, and serves as an agent for fixed life insurance and annuities.
Employment History
Current Registrations
Ifp Securities, LLC
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Sterling Enterprises Group, INC.Broker
Centennial Capital Management, INC.Broker
Mutual Trust CO. of America SecuritiesBroker
Gemisys Securities CorporationBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.