Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel MacE is a registered investment advisor representative with Cetera Investment Advisers LLC. Daniel is also a certified public accountant with over 20 years of experience in the financial services industry. Daniel has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and services. Daniel holds Series 6, 7, 63, and 65 licenses. His professional experience includes serving as an owner and CPA with Daniel MacE, CPA, PA, a co-owner of Omega Ocean Properties LLC, and a board member of Bridgewater Association Inc. Daniel has experience working with individual investors, businesses, and charitable organizations. Daniel is also a member of various professional 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
FL
01/31/2002 - Present
Cetera Investment Advisers LLC (VERO BEACH FL)
IA
Issued 12/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel MacE is the right advisor for you? Invested Better is here to help.
