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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Feniger is an investment advisor representative with Cetera Investment Advisers LLC in Boca Raton, Florida. Daniel has been working in the financial services industry since October 1994 and has been registered with the state of Florida since May 2023. Daniel has a variety of licenses and certifications, including Series 7, 24, 53, and 63 licenses, as well as a Series 65 license. Daniel previously worked at Summit Brokerage Services, Inc. and UBS Financial Services Inc.
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
05/01/2023 - Present
Cetera Investment Advisers LLC (BOCA RATON FL)
FL
08/03/2006 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
10/10/1994 - 07/24/2006
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
IA
Issued 10/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/04/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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