Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Scott Donnellan is a financial advisor with Cetera Investment Advisers LLC. Daniel has been in the financial services industry since 1986. Daniel is registered with the state of Tennessee as an Investment Advisor Representative. Daniel holds a Series 7, Series 24, Series 53, and Series 63 licenses and is a Chartered Financial Consultant. Daniel also has experience working with Walnut Street Securities, Inc., AUL Equity Sales Corp., and American United Life Insurance Company.
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.
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2
TN
06/29/2023 - Present
Cetera Investment Advisers LLC (CLARKSVILLE TN)
TN
12/16/1988 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CLARKSVILLE TN)
NA
07/28/1986 - 02/22/1988
AUL EQUITY SALES CORP.
NA
07/28/1986 - 07/20/1987
AMERICAN UNITED LIFE INSURANCE COMPANY
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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