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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 Gallogly is an investment advisor representative for Cetera Investment Advisers LLC. Daniel has been in the industry since 2000, starting his career at Intersecurities, Inc. in St. Petersburg, Florida. Over his career, Daniel has worked at a number of firms including Principal Securities, Inc., Principal Funds Distributor, Inc., and U.S. Bancorp Investments, Inc. Daniel is currently registered in 53 states as a registered representative and has licenses for both Series 7 and Series 66. Daniel has been a licensed agent for Cetera Investment Services LLC since 2022 and also acts as an investment advisor representative for the firm. Cetera Investment Advisers LLC manages over 104 billion dollars in assets and provides financial planning, pension consulting and portfolio management services to individuals, businesses, and corporations.
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
MN
11/17/2022 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
IA
09/08/2008 - 10/22/2021
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
11/06/2009 - 04/24/2015
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
MN
06/04/2007 - 06/18/2008
U.S. BANCORP INVESTMENTS, INC. (EDINA MN)
MN
03/24/2004 - 06/05/2007
TRANSAMERICA CAPITAL, INC. (MINNEAPOLIS MN)
FL
05/27/1999 - 03/26/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 5/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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