Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lauer is a financial professional with over 15 years of experience in the financial services industry. Daniel has been a Registered Representative with Cambridge Investment Research Advisors, Inc. since May 2014. Previously, Daniel was employed by MML INVESTORS SERVICES, LLC and MetLife Securities Inc. Daniel specializes in providing financial planning, investment management, and retirement planning services to individuals and families. Daniel is a Certified Financial Planner™ and a Chartered Financial Consultant. He is also licensed to sell insurance in multiple states. Lauer is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IL
05/07/2014 - Present
Cambridge Investment Research Advisors, Inc. (CHICAGO IL)
IL
05/04/2004 - 05/29/2014
MML INVESTORS SERVICES, LLC (CHICAGO IL)
MA
01/14/2004 - 05/07/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/14/2004 - 05/07/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Lauer is the right advisor for you? Invested Better is here to help.
