Unclaimed
Daniel John Barboni is an investment advisor representative associated with Cetera Investment Advisers LLC. Daniel has been in the financial services industry since March 2008. Daniel is registered with the state of Florida. Daniel is also licensed with the state of Florida to practice real estate, but currently does not use the license to generate income. Daniel's current firm is Cetera Investment Advisers LLC, which has been in business since 1985. The firm employs over 5,000 investment advisor representatives and manages more than $100 billion in assets. Cetera Investment Advisers LLC works with individual clients, high-net-worth individuals, pension and profit sharing plans, corporations, charitable organizations, and state or municipal government entities. Cetera Investment Advisers LLC offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
FL
06/16/2023 - Present
Cetera Investment Advisers LLC (Palm Beach Gardens FL)
FL
12/13/2010 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
02/26/2008 - 11/12/2010
SIGNATOR INVESTORS, INC. (MIAMI FL)
BOTH
Issued 10/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 2/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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