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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 Bachman is a financial advisor with Cetera Investment Advisers LLC, a firm that provides financial planning, portfolio management, and educational seminars. Daniel has been in the financial services industry since 1989 and has a wide range of experience serving individuals, families, and businesses. Daniel is a Certified Financial Planner™ professional and holds a Series 6, 7 and 63 licenses, as well as the Series SIE. Daniel previously worked with Securian Financial Services, Inc. Daniel is committed to providing his clients with personalized financial advice and guidance to help them 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
IA
08/10/2023 - Present
Cetera Investment Advisers LLC (URBANDALE IA)
IA
09/06/1989 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (URBANDALE IA)
BC
Issued 8/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 8/16/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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