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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 Goott is an investment advisor representative with Cerity Partners LLC and Cerity Partners Retirement Plan Advisors. Daniel has been in the industry for over 20 years and has a Series 7, Series 63, Series 26, and Series 28 license. Daniel is also a Certified Financial Planner. Daniel's previous experience includes working as an Executive Vice President at Investec Asset Management Group. Daniel's specializations include retirement planning, college savings, estate planning, and insurance. Daniel serves high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/22/2022 - Present
Cerity Partners LLC (NEW YORK NY)
TX
06/16/2003 - 01/06/2016
FINANCIAL PARADIGMS, INC. (HOUSTON TX)
NY
06/15/1999 - 03/19/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/14/2006
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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