Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kravits is an investment advisor representative with Cetera Investment Advisers LLC and is registered with the state of Illinois. Daniel has been a registered representative since 1980 and has experience with Forest Financial Services, Inc., Cassandra Trading Group, LLC, Claymore Securities, Inc., and Dempsey & Company, L.L.C. Daniel provides financial planning and portfolio management for businesses and individuals.
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
IL
06/19/2019 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
09/23/2011 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LOMBARD IL)
IL
04/14/2010 - 08/18/2011
CASSANDRA TRADING GROUP, LLC (CHICAGO IL)
IL
08/27/2007 - 04/09/2008
CLAYMORE SECURITIES, INC. (LISLE IL)
IL
09/15/2004 - 08/28/2007
CASSANDRA TRADING GROUP, LLC (CHICAGO IL)
IL
09/25/2002 - 10/04/2002
CASSANDRA TRADING GROUP, LLC (CHICAGO IL)
IL
08/21/2001 - 02/28/2002
MELVIN SPECIALISTS, L.L.C. (CHICAGO IL)
IL
01/20/2000 - 07/10/2001
DEMPSEY & COMPANY, L.L.C. (CHICAGO IL)
MO
09/04/1990 - 02/17/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
11/21/1980 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
BOTH
Issued 04/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Kravits is the right advisor for you? Invested Better is here to help.
