Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J. Chalmers is a registered investment advisor representative with Cetera Investment Advisers LLC. Daniel has been in the financial industry for over 20 years. He is registered with the state of Florida and holds the following licenses: Series 6, Series 7, Series 63 and Series 65. Daniel also has a CPA license and works as a tax and accounting professional. In addition to his work with Cetera, Daniel is an insurance agent with various companies. Daniel is committed to providing his clients with comprehensive financial advice and helping them achieve their financial goals.
GAINESVILLE, FL
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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FL
03/22/2024 - Present
Cetera Investment Advisers LLC (GAINESVILLE FL)
GA
05/15/2000 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 11/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 5/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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