Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lee Kinnamon is a registered investment advisor representative with Cetera Investment Advisers LLC. Daniel is also a registered investment advisor in Indiana. Daniel has been in the securities industry since January 25, 2022. Daniel has a Series 7TO, Series 63 and Series 65 license. Daniel is a Certified Public Accountant. In addition to working with Cetera Investment Advisers LLC, Daniel is also a board member for several organizations including: the Indiana CPA Society, Level Two, and the Plainfield United Methodist Church. Daniel specializes in financial planning, pension consulting, and educational seminars. Daniel has a strong understanding of the investment industry and is committed to providing his clients with the best possible service.
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
IN
03/21/2024 - Present
Cetera Investment Advisers LLC (Jasper IN)
IA
Issued 08/06/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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