Unclaimed
Damian Varela is a financial advisor with Cetera Investment Advisers LLC in Fort Myers, FL. Damian has been in the industry since 2015. He is a CERTIFIED FINANCIAL PLANNER™ professional. Damian is registered with the state of Florida and is also registered in other states. Damian has experience in the financial industry, helping both individuals and businesses with their financial planning needs. Damian is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
07/11/2023 - Present
Cetera Investment Advisers LLC (FORT MYERS FL)
FL
03/18/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
07/23/2015 - 03/12/2021
THRIVENT INVESTMENT MANAGEMENT INC. (FORT MYERS FL)
BOTH
Issued 8/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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