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Daniel Sexton

Cetera Investment Advisers LLC

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About Daniel Sexton

Daniel Sexton is a financial advisor who has been in the industry since 2024. Daniel is currently registered with Cetera Investment Advisers LLC and has been associated with the firm since October 2024. Daniel has passed both the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Daniel provides financial planning services and works with a variety of clients including high net worth individuals, corporations, and pension plans. Daniel is located in South Bend, Indiana and is available to provide investment advice and services in that area.

Firm Information

Daniel Sexton is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

17535 GENERATIONS DRIVE

SOUTH BEND, IN 46635

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Sexton’s Registration & Firm History

IN

10/28/2024 - Present

Cetera Investment Advisers LLC (SOUTH BEND IN)

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Licenses & Designations

BC

Issued 8/1/2024

Series 7TO - General Securities Representative Examination

BC

Issued 2/28/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Sexton.
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