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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 James Artrip is a financial advisor with over 17 years of experience in the financial services industry. Daniel is currently registered with Cetera Investment Advisers LLC and has a Series 7, Series 6, Series 63, and Series 66. Daniel holds a Certified Financial Planner designation and is a Registered Representative for Cetera Investment Advisers LLC. Daniel has served clients in states such as Ohio, Texas, California, Colorado, Connecticut, Florida, Indiana, Iowa, Mississippi, Missouri, New Jersey, North Carolina, Pennsylvania, West Virginia, and Wisconsin. Daniel also has experience working with various client types, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Daniel is also a part owner and Secretary of Ramsier Financial Services, Inc, a financial services firm based in Smithville, Ohio.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (SMITHVILLE OH)
OH
12/20/2006 - 04/25/2008
NATCITY INVESTMENTS, INC. (FREDERICKSBURG OH)
NY
07/13/2006 - 08/22/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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