Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerena is a financial advisor who has been in the industry since 2004. He is currently registered with Cetera Investment Advisers LLC in Tampa, Florida. He is also registered with the state of Florida as an investment advisor representative. Daniel has previously worked at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC. He has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advice.
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
FL
04/28/2021 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
05/04/2016 - 06/26/2019
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
01/23/2004 - 02/25/2016
WELLS FARGO ADVISORS, LLC (HUDSON FL)
BOTH
Issued 12/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 1/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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