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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Hayley is a financial advisor with Cetera Investment Advisers LLC. Dan has been in the financial services industry since 1999 and has experience with a variety of firms. Dan currently holds active registrations with the state of Oklahoma and Texas as an investment advisor representative. Dan is licensed to provide financial advice to individuals, corporations, businesses, and pension and profit-sharing plans. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides a variety of advisory services, including financial planning, portfolio management, and selection of other advisors.
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
OK
11/12/2020 - Present
Cetera Investment Advisers LLC (BROKEN ARROW OK)
OK
05/20/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BROKEN ARROW OK)
OK
01/23/2009 - 05/03/2011
SECURITIES AMERICA, INC. (BROKEN ARROW OK)
OK
06/01/2007 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (TULSA OK)
OK
03/14/2006 - 06/06/2007
UVEST FINANCIAL SERVICES GROUP, INC. (BROKEN ARROW OK)
OK
09/21/1999 - 03/08/2006
EDWARD JONES (TULSA OK)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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