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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 Leon Mayes is an investment advisor representative associated with Cetera Investment Advisers LLC, a registered investment advisor firm. Daniel has been in the financial services industry since February 20, 2002. Prior to Cetera, Daniel was associated with First Allied Securities, Inc. and Charles Schwab & Co., Inc. Daniel holds Series 63, Series 65, Series 7, and SIE licenses. Daniel specializes in working with high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisors.
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
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
12/20/2007 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
AZ
07/20/2006 - 10/16/2006
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BC
Issued 07/25/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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