Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Allen Anderegg is a financial professional with over 15 years of experience in the financial services industry. Daniel is currently registered with Cetera Investment Advisers LLC and is also associated with Guide Wealth Partners. Daniel specializes in financial planning, portfolio management, and pension consulting. Daniel is a Certified Financial Consultant and holds Series 6, 7, 63, 65, and 66 securities licenses. Daniel has a strong track record of helping individuals, families, and businesses achieve their financial goals.
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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IA
08/10/2023 - Present
Cetera Investment Advisers LLC (CEDAR RAPIDS IA)
IA
08/18/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Cedar Rapids IA)
IA
03/23/2009 - 11/22/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
FL
01/02/1998 - 12/31/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
09/10/1997 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
BC
Issued 8/18/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 4/6/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 8/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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