Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Roemerman is an investment advisor representative with Transce3nd Llc. Daniel has been in the securities industry since July 31, 2008. Daniel is currently registered with the state of Missouri and Texas. Daniel is also registered with FINRA and the MSRB. Daniel is a Series 66, Series 7 and SIE licensed advisor. Daniel has previously been employed with Center Street Securities, Inc., Woodbury Financial Services, Inc. and Arete Wealth Advisors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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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TX
01/04/2024 - Present
Transce3nd LLC (KYLE TX)
MO
09/01/2015 - 12/01/2023
CENTER STREET SECURITIES, INC. (ST PETERS MO)
MO
07/31/2008 - 09/02/2015
WOODBURY FINANCIAL SERVICES, INC. (ST PETERS MO)
BOTH
Issued 10/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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