Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mayer is a financial advisor with over 40 years of experience in the industry. Daniel is currently registered with Cetera Investment Advisers LLC. Prior to that, Daniel worked for Walnut Street Securities, Inc. and Fortis Investors, Inc. Daniel holds several licenses and certifications, including Series 6, 7, 22, 24, 63, and 65. Daniel specializes in financial planning, portfolio management, and pension consulting. Daniel has a strong commitment to providing personalized service to his clients.
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 (ENGLEWOOD CO)
CO
03/30/1999 - 09/03/2013
WALNUT STREET SECURITIES, INC. (GREENWOOD VILLAGE CO)
MN
01/05/1982 - 04/19/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 11/4/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/9/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/11/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/17/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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