Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Charles Porth is a financial advisor with Cetera Investment Advisers LLC. Daniel is a Registered Investment Advisor (RIA) who is registered with the state of Oregon. Daniel has been in the financial services industry since January 2004. Daniel is a Certified Public Accountant (CPA) and is also the 50% owner of Porth & Unrein PC. The advisor's office is located in Salem, Oregon.
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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03/21/2024 - Present
Cetera Investment Advisers LLC (SALEM OR)
IA
Issued 11/8/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 6/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/4/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 1/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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