Dante J. Aguirre
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Dante J Aguirre, who also goes by Dante Joseph Aguirre, Dante Aguirre, was a registered financial professional .
Dante is a previously registered financial professional and started their career in finance in 2020. Dante had worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 11, 2025 - July 6, 2026
CBIZ INVESTMENT ADVISORY SERVICES, LLC
May 10, 2022 - June 11, 2025
NATIONWIDE INVESTMENT ADVISORS, LLC
May 10, 2022 - June 11, 2025
NATIONWIDE INVESTMENT SERVICES CORPORATION
May 7, 2021 - April 25, 2022
PRUCO SECURITIES, LLC.
January 7, 2020 - April 25, 2022
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD#: 286002 / SEC#: 801-108996
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 6TO
Date: 1/7/2020
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD#: 286002 / SEC#: 801-108996
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,850 |
| AUM (Assets Under Management) | $ 12,762,169,497 |
Red Flags
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.
