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Daniel Kollaja
from Sagepoint Financial, Inc.
Daniel Kollaja is a financial advisor based in Arizona, Phoenix,
with 38 years of experience. Daniel currently works for
Sagepoint Financial, Inc..
Daniel maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Kollaja works at Sagepoint Financial, Inc.
Sagepoint Financial, Inc. is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $13,401,006,851 of assets under management and employs about 3563 people. Sagepoint Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
20 E. Thomas Road, Suite 2000, Phoenix, Arizona, 85012
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