Unclaimed
Daniel Jerome Wetta is a financial advisor with over 39 years of experience in the industry. He is currently registered with Voya Financial Advisors, Inc. and has been with the firm since 2014. Daniel is also registered as an investment advisor representative in Kansas and Texas. In addition to his work with Voya Financial Advisors, Inc., Daniel is also an Independent Insurance Agent. He is a dedicated and experienced professional who is committed to providing his clients with the highest quality financial advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
05/01/2020 - Present
Voya Financial Advisors, Inc. (WICHITA KS)
KS
02/14/1998 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WICHITA KS)
MA
04/17/1984 - 07/02/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/26/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 04/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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