Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Baer is an investment advisor representative with Cetera Investment Advisers LLC. Daniel has been in the securities industry since April 4, 2006. Daniel holds the Series 6, 7, 63, and 66 licenses. Daniel also serves as a board member for the Greater Chambersburg Chamber Foundation.
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
PA
04/02/2018 - Present
Cetera Investment Advisers LLC (CHAMBERSBURG PA)
PA
08/06/2004 - 12/17/2014
CETERA ADVISOR NETWORKS LLC (SHIPPENSBURG PA)
WI
12/08/2003 - 05/05/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
MA
03/04/2003 - 11/14/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/04/2003 - 11/14/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
01/02/2003 - 02/26/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 3/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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