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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 Malyuk is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in regulatory assets under management. Daniel Malyuk is licensed in 22 states. Daniel Malyuk has over 8 years of experience in the financial services industry. Cetera Investment Advisers LLC offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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
PA
09/08/2022 - Present
Cetera Investment Advisers LLC (MEADVILLE PA)
PA
09/21/2016 - 08/31/2022
KEY INVESTMENT SERVICES LLC (ERIE PA)
PA
02/24/2014 - 09/21/2016
LPL FINANCIAL LLC (ERIE PA)
BOTH
Issued 9/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/5/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/2017
Series 7 - General Securities Representative Examination
BC
Issued 2/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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