Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Elton Burnett is an investment advisor representative with Cambridge Investment Research Advisors, Inc. and Long Green Financial Planning, LLC. Daniel has been in the financial services industry since January 2002. He has a Series 66, Series 7, and SIE license and is registered to provide investment advice in Colorado, New Jersey, and New York. He has a background in financial planning, portfolio management, and securities. Daniel has a strong track record of helping clients reach their financial goals. He is a strong advocate for financial literacy and helps clients understand complex financial concepts.
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
CO
07/01/2013 - Present
Cambridge Investment Research Advisors, Inc. (FORT COLLINS CO)
CO
02/09/2005 - 07/09/2013
CETERA ADVISOR NETWORKS LLC (FORT COLLINS CO)
KS
01/23/2002 - 01/31/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 03/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Burnett is the right advisor for you? Invested Better is here to help.
