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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 Stevenson Shirley is a financial advisor with Cetera Investment Advisers LLC. Daniel has been in the financial services industry since 1981. Daniel is licensed to sell securities in the state of Mississippi. Daniel has a Series 6, 7, 22, 24, and 63 license. Daniel also holds the Chartered Financial Consultant designation. Daniel has experience working with individuals, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. Daniel also offers financial planning and portfolio management services.
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
MS
01/28/2021 - Present
Cetera Investment Advisers LLC (RIDGELAND MS)
MS
07/10/2013 - 02/01/2017
SAYBRUS EQUITY SERVICES, INC (MADISON MS)
MA
11/21/2001 - 04/03/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
10/25/1994 - 03/20/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/12/1981 - 10/04/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/12/1981 - 10/04/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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