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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 Gonzalez-Maisonet is a financial advisor with over 13 years of experience in the industry. Daniel is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). Daniel's expertise includes tax planning, investment management, financial planning, and insurance. Daniel is currently registered with Cetera Investment Advisers LLC and has previously worked with MML Investors Services, LLC, NYLIFE Securities LLC, and New England Securities. Daniel has a strong commitment to providing clients with personalized financial advice and guidance.
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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PR
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN JUAN PR)
PR
04/23/2012 - 12/18/2020
MML INVESTORS SERVICES, LLC (San Juan PR)
CA
10/28/2010 - 12/19/2011
NYLIFE SECURITIES LLC (SAN DIEGO CA)
CA
07/27/2009 - 12/01/2009
NEW ENGLAND SECURITIES (SAN DIEGO CA)
IA
Issued 4/1/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 8/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/6/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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