Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan E Wilkens is a financial advisor with over 30 years of experience in the industry. Dan has a Series 6, Series 7, and Series 63 license and is currently registered with Cetera Investment Advisers LLC. Dan's previous experience includes positions at Corelink Financial, Inc., American General Securities Incorporated, and GNA Securities, Inc. Dan offers a range of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Dan serves clients located in California and other states.
CAMARILLO, CA
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CAMARILLO CA)
MN
06/06/1994 - 04/11/1996
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
AZ
08/14/1992 - 06/06/1994
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
VA
10/21/1988 - 08/18/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
BC
Issued 7/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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