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Daniel Mark Alivernini

Pacer Advisors, Inc.

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About Daniel Mark Alivernini

Daniel Alivernini is a financial advisor with Pacer Advisors, Inc. Daniel has been in the industry since 2008 and has a broad range of experience with investments. Daniel holds the Series 6, 7, and 63 licenses and is a Certified Financial Planner. Daniel previously worked at USAA Financial Advisors, Inc. and Vanguard Marketing Corporation. Daniel has a proven track record of success in the financial services industry and is committed to providing his clients with the highest quality of service.

Firm Information

Daniel Alivernini is currently registered with Pacer Advisors, Inc.. Pacer Advisors, Inc. is an investment advisor based in Malvern, PA. The firm manages approximately $10 billion to $50 billion in assets for investment companies and pooled investment vehicles. They provide portfolio management services to clients. Pacer Advisors, Inc. has 18 investment advisor representatives, 5 investment advisory functions, and 6 licensed agents. The firm's SEC number is 801-79654.
Pacer Advisors, Inc.

500 CHESTERFIELD PARKWAY

MALVERN, PA 19355

$46.06B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Alivernini’s Registration & Firm History

PA

04/25/2018 - Present

Pacer Advisors, Inc. (MALVERN PA)

CO

11/27/2013 - 05/05/2017

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

PA

02/25/2008 - 11/25/2013

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 03/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/22/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Mark Alivernini. Review regulatory record here.
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