Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Andrew Cvercko is a financial professional with over 20 years of experience in the financial industry. He currently holds an active Series 6, 7, and 63 license, as well as the SIE. Daniel is registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Prior to joining Cetera Investment Advisers LLC, Daniel has also worked with Walnut Street Securities, Inc. and Park Avenue Securities LLC. Daniel is licensed and registered to provide investment advice in 18 states.
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
OH
01/12/2023 - Present
Cetera Investment Advisers LLC (CANFIELD OH)
CA
10/30/2000 - 06/20/2001
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/07/2000 - 10/30/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
12/23/1999 - 07/05/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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