Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gardiner is a registered investment advisor representative with Cetera Investment Advisers LLC. Daniel has been in the securities industry since 2015 and has experience with State Farm VP Management Corp., Nationwide Investment Services Corporation, Meeder Investment Management, Inc., and First Allied Securities, Inc. Daniel has passed the Series 6, Series 7, Series 66 and SIE exams. Daniel also holds registrations in Arkansas, Kentucky, Louisiana, Ohio and Tennessee.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (Columbus OH)
CA
06/13/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
OH
01/10/2017 - 05/16/2022
MEEDER DISTRIBUTION SERVICES, INC. (DUBLIN OH)
OH
05/25/2016 - 01/03/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
IL
10/31/2015 - 11/19/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 12/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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