Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ghinazzi is a financial advisor with Cetera Investment Advisers LLC. Daniel has been in the financial services industry since 1975. Daniel has a Series 7, Series 1, and Series 63 license and holds registrations in 16 states. Daniel also holds an insurance license. Daniel is affiliated with East Bay Financial Network. Cetera Investment Advisers LLC provides investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm offers financial planning, portfolio management, and pension consulting services.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONCORD CA)
NA
06/09/1978 - 08/22/1983
UNIVERSITY SECURITIES CORPORATION
NA
01/06/1977 - 07/09/1978
PUTNAM FUND DISTRIBUTORS, INC.
NA
11/21/1975 - 01/06/1977
PUTNAM FUND DISTRIBUTORS, INC
BC
Issued 10/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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