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Daniel Raeber is a financial professional who has been active in the financial industry since March 2014. Daniel currently works at Cetera Investment Advisers LLC, based in Kansas City, MO. Daniel specializes in working with individuals, corporations, and charitable organizations. Daniel has a broad range of expertise and experience. Prior to joining Cetera, Daniel was a financial advisor at Edward Jones. Daniel holds the Series 66, Series 7, and SIE licenses, and is registered in several states, including Missouri, Texas, Arizona, California, Indiana, Kansas, Michigan, Minnesota, Nebraska, Nevada, New Mexico, Oklahoma, and Texas.
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
MO
03/21/2024 - Present
Cetera Investment Advisers LLC (KANSAS CITY MO)
MO
03/10/2014 - 01/10/2023
EDWARD JONES (Kansas City MO)
BOTH
Issued 3/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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