Best Investors Account Sign in

Daniel Christopher Zagata

Cetera Investment Advisers LLC

Maitland, FL

Claim This Profile
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-10
FL RA APPROVED 2023-06-14
  • TX RA
    APPROVED
    Since 2023-08-10
  • FL RA
    APPROVED
    Since 2023-06-14

Branch Locations

1750 N Maitland Ave, Maitland, FL 32751 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services St. Paul MN 10/2008 08/2023
Minnesota Life Insurance Company St. Paul MN 10/2008 08/2023
Evershore Financial Group Orlando FL 04/2011 Present
Cetera Wealth Services, Llc El Segundo CA 06/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 10/2008 → 08/2023
    Securian Financial Services
    St. Paul, MN
  • 10/2008 → 08/2023
    Minnesota Life Insurance Company
    St. Paul, MN
  • 04/2011 → Present
    Evershore Financial Group
    Orlando, FL
  • 06/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2008-10-27 → 2023-08-10
    Securian Financial Services, Inc.
    Boca Raton, FL
    St Paul, MN
    Maitland, FL
    Boca Raton, FL
    St. Paul, MN
  • 2003-10-30 → 2008-10-13
    Signator Investors, Inc.
    Boca Raton, FL
    Maitland, FL
Other Businesses

1.. BZR MAITLAND LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2019 ADDRESS: , Maitland FL , United States DESCRIPTION: Owner 2. NOTARY PUBLIC POSITION: Independent Contractor NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: , Orlando FL , United States DESCRIPTION: Independent Contractor 3. EVERSHORE FIXED INURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2016 ADDRESS: 3300 PGA Blvd, Palm Beach Gardens FL 33410, United States DESCRIPTION: Firm level fixed insurance; 4.. NAME OF OTHER BUSINESS: WINTER PARK LIFELONG LEARNING FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 1750 N MAITLAND AVE, MAITLAND AVE, MAITLAND, FL 32751; NATURE OF BUSINESS: BOARD; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: FOUNDER, DIRECTOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SUPPORT AND PROVIDE LIFELONG LEARNING CLASSES TO THE COMMUNITY; 5.. NAME OF OTHER BUSINESS: EVERSHORE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2008; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: SECURIAN FINANCIAL GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MARKETING START DATE: 4/15/2026 POSITION/TITLE/RELATIONSHIP: CONTRACTOR APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TO DEVELOPMENT EDUCATIONAL MATERIALS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-09
S63 Uniform Securities Agent State Law Examination 2003-06-02
  • S65 Uniform Investment Adviser Law Examination
    2003-09-09
  • S63 Uniform Securities Agent State Law Examination
    2003-06-02
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Maitland, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor