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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 John May is a financial advisor with Cetera Investment Advisers LLC. Daniel has been in the financial services industry since October 2, 1983. Daniel holds several licenses and certifications, including Series 7, Series 63, Series 65, and Series 24. Daniel is also a Certified Financial Planner. Daniel has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Daniel provides a range of financial services, including financial planning, investment management, and retirement planning.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
NY
03/23/1990 - 12/31/1991
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
12/23/1988 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
03/12/1984 - 12/23/1988
MORISON SECURITIES, INC.
NA
09/28/1983 - 09/16/1985
IDS MARKETING CORPORATION
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/24/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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