Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Croy is an investment advisor representative with Cetera Investment Advisers LLC. Daniel has been in the financial services industry since 2010 and has been registered with the state of Ohio since 2014. Daniel is also a registered insurance agent and provides insurance and financial services to individuals and businesses in the Coshocton area. Daniel holds Series 6, 7, and 66 licenses. Daniel is a dedicated financial professional who is committed to helping clients achieve their financial goals. Daniel has experience in a variety of financial areas, including insurance, investments, and retirement planning. Daniel is also a member of Bradford Financial Group, where he provides investment and insurance services.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (COSHOCTON OH)
OH
03/08/2012 - 10/08/2013
CETERA ADVISOR NETWORKS LLC (COSHOCTON OH)
OH
08/26/2010 - 10/25/2011
W&S BROKERAGE SERVICES, INC. (COSHOCTON OH)
BOTH
Issued 08/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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