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 with over 15 years of experience in the industry. Daniel has held various positions in the financial services industry, including Branch Manager / Wealth Advisor at Regions Bank. Daniel is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a leading provider of financial planning and investment management services. Daniel is dedicated to providing personalized financial advice and investment solutions to help individuals and families achieve their financial goals.
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
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 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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