Unclaimed
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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