Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J. Mcentee is a financial advisor who has been in the industry since 2001. Daniel is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2023. Previously, Daniel worked at Financial Network Investment Corporation and Nationwide Securities, Inc. Daniel holds Series 6, 7TO, 63, and 66 licenses. Daniel is also a licensed insurance agent. Daniel provides a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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
NC
07/06/2023 - Present
Cetera Investment Advisers LLC (RALEIGH NC)
CA
01/08/2003 - 12/31/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OH
07/30/2001 - 02/07/2002
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 5/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/3/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 6/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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