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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 Heaton is a financial advisor with Cetera Investment Advisers LLC. Daniel has been in the financial industry since 2015 and holds a Series 7TO, Series 6, and Series 66 licenses. He is registered with FINRA and has a current active registration as an investment advisor in both Oklahoma and Texas. Daniel has a background in finance and has worked for several firms prior to joining Cetera Investment Advisers LLC. His work experience includes positions at Farmers Financial Solutions, LLC, Medtronic PLC, Biotronik, Apex Financial Solutions, LLC, Ladybug Baits, LLC, Heaton Insurance Agency, LLC, and Cetera Advisor Networks LLC. He is a highly experienced advisor and is committed to providing the best possible financial advice to his clients.
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
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (WARR ACRES OK)
OK
11/16/2015 - 10/08/2019
FARMERS FINANCIAL SOLUTIONS, LLC (WARR ACRES OK)
BOTH
Issued 12/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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