Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Zentner is a financial advisor with over 20 years of experience in the industry. Daniel has a Series 6 and Series 63 license. Daniel is currently registered with Osaic Wealth, Inc. in Nebraska. Previously, Daniel was registered with Securities America, Inc., Woodbury Financial Services, Inc., Questarc Capital Corporation, Girard Securities, Inc., and QA3 Financial Corp. Daniel's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (CEDAR RAPIDS NE)
NE
04/15/2019 - 06/14/2024
SECURITIES AMERICA, INC. (CEDAR RAPIDS NE)
NE
03/01/2019 - 04/17/2019
WOODBURY FINANCIAL SERVICES, INC. (CEDAR RAPIDS NE)
NE
04/08/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CEDAR RAPIDS NE)
NE
11/03/2009 - 03/13/2015
GIRARD SECURITIES, INC. (CEDAR RAPIDS NE)
NE
06/08/2001 - 11/05/2009
QA3 FINANCIAL CORP. (OMAHA NE)
BC
Issued 07/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Zentner is the right advisor for you? Invested Better is here to help.
