Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Derrig is a financial professional with over 8 years of experience in the financial services industry. Daniel is registered as a Registered Representative with Cetera Investment Advisers LLC, and is also registered as an Investment Advisor Representative in Ohio and Texas. Daniel has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Daniel is committed to helping clients achieve their financial goals.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (AKRON OH)
OH
02/01/2017 - 11/12/2021
THE HUNTINGTON INVESTMENT COMPANY (AKRON OH)
WI
12/15/2015 - 02/01/2017
LPL FINANCIAL LLC (AMHERST WI)
OH
06/01/2015 - 12/16/2015
THRIVENT INVESTMENT MANAGEMENT INC. (CLEVELAND OH)
BOTH
Issued 7/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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