Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel DeVerna is an investment advisor representative with Ameritas Advisory Services, LLC. Daniel has been in the securities industry since 2000 and has a wide range of experience in financial planning, portfolio management, and insurance sales. Daniel holds the Series 6, Series 7TO and SIE licenses. Daniel is registered in 27 states and provides services to individuals, businesses, and pension plans. Daniel is also a licensed insurance agent and provides services to clients through DeVerna Wealth Management, a separate company. Daniel is committed to providing his 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.
Solicitor fees
1
2
OH
04/04/2024 - Present
Ameritas Advisory Services, LLC (PERRYSBURG OH)
NY
04/19/2000 - 02/18/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 02/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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