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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 Michael Paonessa is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since February 2007. Daniel Paonessa has 9 state registrations, 2 IA registrations, and 2 state exams, including the Series 63 and Series 66. Daniel Paonessa also holds the Series 7, Series 4, Series 24, and Series 53 licenses. Cetera Investment Advisers LLC is a financial advisor firm that provides a variety of services to individuals, corporations, and other entities. Cetera Investment Advisers LLC has been in business since 1980 and has approximately 104.5 billion dollars in assets under management.
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
NV
06/29/2023 - Present
Cetera Investment Advisers LLC (HENDERSON NV)
BOTH
Issued 04/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/29/2008
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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