Daniel Michael Stavale
Professional Summary
Daniel Michael Stavale, who also goes by Daniel M Stavale, is a registered financial advisor currently at PARAGON RETIREMENT PLANNING, INC. located in Troy, Michigan. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Daniel has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel M Stavale
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
PARAGON RETIREMENT PLANNING, INC.
Contact Information
Main Address
50 W Big Beaver Rd Ste. 410, Troy, MI 48084Phone Number
(248) 457-4570# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
400AUM (Assets Under Management)
$75,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2008About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Michael Stavale's CRS (Customer Relationship Summary).
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