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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 Mark Juechter is a financial advisor with over 35 years of experience in the financial services industry. Daniel Mark Juechter is currently registered with Cetera Investment Advisers LLC and holds licenses in New York and Texas. Daniel Mark Juechter has previously worked at First Allied Securities, Inc. and National Planning Corporation, among other firms. Daniel Mark Juechter holds the Series 6, 7, 24, and 63 licenses and is a Certified Financial Planner.
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
NY
11/01/2022 - Present
Cetera Investment Advisers LLC (TARRYTOWN NY)
NY
12/01/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (TARRYTOWN NY)
NY
02/22/2000 - 12/02/2014
NATIONAL PLANNING CORPORATION (TARRYTOWN NY)
AZ
11/01/1995 - 02/25/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
07/08/1995 - 11/02/1995
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
07/13/1992 - 06/26/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
10/05/1988 - 07/13/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
08/12/1987 - 06/29/1988
EQUICO SECURITIES, INC.
NA
08/12/1987 - 06/29/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 8/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/5/1997
Series 7 - General Securities Representative Examination
BC
Issued 8/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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