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Daniel John Barboni

Cetera Investment Advisers LLC

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About Daniel John Barboni

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.

Firm Information

Daniel Barboni is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

3300 PGA BOULEVARD

Palm Beach Gardens, FL 33410

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Barboni’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel John Barboni. Review regulatory record here.
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