Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mcgee is a financial advisor who has been in the industry since 1995. Daniel is currently registered with Cetera Investment Advisers LLC, a firm with a strong focus on individual and business portfolio management. Daniel has a wide range of experience, having previously worked at Pension Planners Securities, Inc. and USAllianz Securities, Inc. Daniel is committed to providing tailored financial guidance and services to his clients, helping them achieve their financial goals.
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
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (KIRKWOOD MO)
MO
10/23/2002 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (ST. LOUIS MO)
MN
02/03/2000 - 10/24/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CA
07/24/1995 - 02/04/2000
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
BOTH
Issued 5/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/3/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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