Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Koller is a financial advisor with Cetera Investment Advisers LLC, located in Pittsburgh, PA. Daniel has been in the securities industry for over 35 years, with experience at several firms, including LPL Financial LLC and Fifth Third Securities, Inc. Daniel's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel holds Series 7 and Series 63 licenses as well as the Series 65 license.
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
PA
07/17/2017 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
08/09/2012 - 07/20/2017
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
02/14/2005 - 06/28/2012
FIFTH THIRD SECURITIES, INC. (PITTSBURGH PA)
PA
01/01/2004 - 02/28/2005
PNC INVESTMENTS (PITTSBURGH PA)
KY
04/21/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/23/1994 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
10/09/1989 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
NY
07/15/1987 - 10/14/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/24/1986 - 06/17/1987
BLINDER, ROBINSON & CO.,INC.
IA
Issued 7/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Koller is the right advisor for you? Invested Better is here to help.
