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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 Kennedy is a financial professional with over 35 years of experience in the industry. Daniel has a wealth of knowledge in the financial services industry, and specializes in providing investment advice and financial planning to individuals and businesses. Daniel is currently registered with Cetera Investment Advisers LLC and has been working with them since 2013. Prior to joining Cetera, Daniel worked with VESTAX SECURITIES CORPORATION. Daniel holds a variety of industry licenses and designations, including the Series 7, Series 24, Series 51, and Series 63. He is also a Certified Financial Planner and a Chartered Financial Consultant.
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
IN
03/21/2024 - Present
Cetera Investment Advisers LLC (HUNTINGTON IN)
OH
06/08/1998 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CT
08/01/1995 - 06/12/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
12/01/1990 - 08/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
IN
05/30/1990 - 11/14/1990
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
05/30/1990 - 11/14/1990
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IN
10/30/1987 - 05/25/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/19/1989 - 05/08/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/25/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/30/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/24/1987 - 04/24/1987
BALANCED FINANCIAL SECURITIES CORPORATION
BC
Issued 02/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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