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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 Kurtz is a financial advisor registered with Cetera Investment Advisers LLC. Daniel has been in the financial industry since November 3, 2012. Daniel has worked for a number of firms over the years including Securian Financial Services, Inc., Hornor, Townsend & Kent, LLC, MML Investors Services, LLC, and MSI Financial Services, Inc. Daniel has a wide range of experience in the financial industry. Daniel holds a Series 6, Series 7, Series 63, and Series 65 licenses. Daniel is a registered Investment Advisor in the state of Maryland. Daniel provides financial planning, portfolio management for individuals, and portfolio management for businesses. Daniel also offers pension consulting and educational seminars.
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
MD
11/21/2024 - Present
Cetera Investment Advisers LLC (TOWSON MD)
MD
07/30/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Towson MD)
MD
01/17/2019 - 07/16/2020
HORNOR, TOWNSEND & KENT, LLC (HUNT VALLEY MD)
PA
03/25/2017 - 01/17/2019
MML INVESTORS SERVICES, LLC (Shrewsbury PA)
PA
11/12/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CAMP HILL PA)
NA
10/30/1991 - 11/18/1994
METLIFE SECURITIES INC.
NA
10/30/1991 - 11/18/1994
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 07/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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