Unclaimed
Daniel Vernon Leach is a financial advisor with Cetera Investment Advisers LLC in Islesboro, Maine. Daniel has been in the financial industry for over 40 years. Daniel is registered with the state of Maine and Florida as a Registered Investment Advisor. Daniel is also a Certified Financial Planner. Daniel can provide a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Daniel has experience working with individual and business clients.
Islesboro, ME
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.
1
2
ME
03/21/2024 - Present
Cetera Investment Advisers LLC (Islesboro ME)
GA
11/13/1992 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
09/19/1991 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
03/05/1987 - 09/23/1991
MONARCH SECURITIES, INC.
NA
06/20/1982 - 09/23/1991
MONARCH SECURITIES, INC.
NA
07/26/1985 - 03/20/1987
NEW ENGLAND SECURITIES CORPORATION
IA
Issued 11/8/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/6/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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