Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mcneely Bertelson is a financial professional with over 20 years of experience in the industry. He has a strong background in investments and has held various roles, including working for Allstate Financial Services, LLC since 2000. Daniel holds multiple licenses, including Series 6, 26, 51, and 63. He is currently registered with Allstate Financial Services, LLC in Texas.
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.
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.
1
2
TX
05/11/2006 - Present
Allstate Financial Services, LLC (ODESSA TX)
NE
04/19/2000 - 01/03/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 03/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/16/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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