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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 Gaston is a financial advisor with Cetera Investment Advisers LLC. Daniel has been working in the financial industry since 1994. Daniel is registered with the state of California and Texas, and holds Series 63, 65, 7, 24 and SIE licenses. Daniel's previous experience was with Dreher & Associates, Inc. Daniel has a Certified Financial Planner designation and is affiliated with Financial Network of Santa Barbara. Daniel works with individuals, families, corporations, and other entities to create and implement financial plans. Daniel offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Daniel's specializations include 1, 2, 3, 4, 5, and 6.
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.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SANTA BARBARA CA)
IL
07/14/1994 - 11/05/1997
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
IA
Issued 7/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/3/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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