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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 Vernon Leach is a financial advisor with Cetera Investment Advisers LLC. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional. Daniel has been in the financial services industry since 1982 and has a long history of experience in providing financial advice to individuals and businesses. Daniel holds Series 7, 6, 63 and 24 licenses as well as the Series 65 license for investment advising. Daniel is currently registered as a broker-dealer and investment advisor in Florida and Maine.
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
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 11/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
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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