Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Zufall is a financial advisor with over 10 years of experience in the financial services industry. Daniel is currently registered with Cetera Investment Advisers LLC. Prior to joining Cetera Investment Advisers LLC, Daniel was a financial advisor at First Allied Securities, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Daniel holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Daniel is also an assistant high school girls basketball coach for the Byers School District. Daniel specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
STRASBURG, CO
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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (STRASBURG CO)
CA
07/13/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
12/17/2010 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
02/25/2010 - 09/13/2010
NATIONAL PLANNING CORPORATION (DENVER CO)
IA
Issued 12/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/6/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 2/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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