Unclaimed
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 who has been in the industry since March 1, 2014. Daniel is currently registered with Cetera Investment Advisers LLC, a firm that offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Daniel is also registered with the state of Pennsylvania. Before joining Cetera Investment Advisers LLC, Daniel worked at Key Investment Services LLC and LPL Financial LLC. Daniel is a Series 6, 7, 63, and 66 licensed professional.
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
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 09/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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