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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 Silva is a financial advisor with Cetera Investment Advisers LLC. Daniel has been working in the industry since 2001 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Daniel is registered to provide investment advisory services in Minnesota and Texas. Daniel has passed the Series 7, 10, 24, 4, 9, 52, 53, 63 and 66 exams. Daniel has worked at several previous firms including Pruco Securities LLC, NEXT Financial Group, Inc, MetLife Securities Inc and Investment Professionals, Inc.
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
01/12/2023 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
NJ
09/21/2016 - 12/05/2017
PRUCO SECURITIES, LLC. (ISELIN NJ)
TX
09/17/2014 - 09/25/2015
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NC
07/18/2014 - 08/05/2014
METLIFE SECURITIES INC. (CHARLOTTE NC)
TX
08/12/2013 - 05/21/2014
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
TX
10/13/2011 - 09/04/2012
H.D. VEST INVESTMENT SERVICES (IRVING TX)
TX
04/05/2011 - 07/01/2011
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
12/18/2009 - 01/18/2011
ESPOSITO SECURITIES, LLC (DALLAS TX)
NY
06/01/2006 - 04/30/2009
INSTINET, LLC (NEW YORK NY)
NY
09/15/2005 - 06/01/2006
INSTINET, LLC (NEW YORK NY)
NY
05/30/2001 - 09/09/2005
IDB CAPITAL CORP. (NEW YORK NY)
NY
07/29/1997 - 05/29/2001
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/4/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/14/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/8/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/27/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/8/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/5/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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