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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Barrett is an investment advisor representative with Cetera Investment Advisers LLC in Southfield, Michigan. Daniel has been in the industry for over 3 years and has a strong background in financial planning and portfolio management. Daniel holds Series 7TO, SIE, and Series 66 licenses and is registered in Michigan. He is dedicated to providing personalized financial guidance to individuals, families, and businesses, helping them 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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2
MI
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTHFIELD MI)
MI
06/21/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
02/03/2021 - 02/16/2022
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
08/13/2020 - 01/28/2021
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BOTH
Issued 10/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/3/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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