Unclaimed
Daniel Stryker Desalva is a registered representative with Cetera Investment Advisers LLC. Daniel has been in the financial services industry since 2018 and has been registered with Cetera Investment Advisers LLC since 2023. Daniel has a Series 66, Series 7, and SIE licenses and is registered in Connecticut. Daniel is also a licensed insurance agent with various insurance companies.
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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CT
06/29/2023 - Present
Cetera Investment Advisers LLC (GEORGETOWN CT)
BOTH
Issued 3/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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