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 financial advisor registered with Cetera Investment Advisers LLC. Daniel has been working in the financial services industry since 1985. Daniel holds a Series 7, 63 and 65 licenses. Daniel has a total of 12 approved state registrations, covering a variety of investment and advisory services. Daniel has also been previously registered with Zions Direct, Inc., Securities America, Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc. and FPI Securities, Inc. In addition to Daniel's work at Cetera Investment Advisers LLC, Daniel is also a registered representative for Utah Community Credit Union, and an insurance agent. Daniel's areas of focus include financial planning, pension consulting, and portfolio management. Daniel can work with a variety of clients, including high-net-worth individuals, corporations, individuals, and charitable organizations.
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 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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