Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Owen Palmer is a registered representative with Cetera Investment Advisers LLC. Daniel has been in the securities industry since October 22, 1985. Daniel's previous registrations include Zions Direct, Inc., Securities America, Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc., and FPI Securities, Inc. Daniel is registered in Alaska, Arizona, Colorado, District of Columbia, Idaho, Indiana, Nevada, New Mexico, Utah, Washington, Wisconsin, and Wyoming.
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.
1
2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (OREM UT)
UT
05/19/1999 - 09/17/2008
ZIONS DIRECT, INC. (SPANISH FORK UT)
NE
03/27/1992 - 04/30/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
05/14/1988 - 02/24/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/25/1988 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
08/21/1985 - 03/01/1988
FPI SECURITIES, INC.
IA
Issued 5/7/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/4/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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