Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Albert Roeske is a financial advisor with Concurrent Investment Advisors, LLC, headquartered in Tampa, Florida. Daniel Albert Roeske has been in the financial services industry since 1996 and has a strong track record of providing customized financial solutions to meet the unique needs of his clients. Daniel Albert Roeske is committed to building long-lasting relationships with clients and providing them with the highest level of personalized service.
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.
Helps you choose top advisors aligned with your financial goals.
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
03/24/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
TX
08/31/2018 - 03/30/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
CO
05/29/2009 - 08/31/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
01/08/2008 - 06/11/2009
NRP FINANCIAL, INC. (THE WOODLANDS TX)
PA
06/08/2004 - 01/08/2008
P.J. ROBB VARIABLE CORPORATION (HARRISBURG PA)
CO
02/04/2003 - 05/19/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
05/24/2001 - 02/07/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IN
06/01/1998 - 06/14/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
07/12/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
PA
06/05/1996 - 07/02/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 12/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Roeske is the right advisor for you? Invested Better is here to help.
