Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wayne Derose is a financial advisor with Cetera Investment Advisers LLC. Daniel has been a registered representative since 1977 and an investment advisor representative since 1997. Daniel is registered in several states including California, Florida, Idaho, New Jersey, New York, and Pennsylvania. Daniel works with individuals, high net worth individuals, corporations, and charitable organizations. Daniel has experience in financial planning, pension consulting, educational seminars, and portfolio management. Daniel provides advice and guidance on a variety of financial matters including retirement planning, college savings, and estate planning.
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
NJ
08/10/2023 - Present
Cetera Investment Advisers LLC (HAMILTON NJ)
NJ
12/04/1986 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Hamilton NJ)
NA
08/22/1984 - 09/15/1986
IRG SECURITIES, INC.
NA
01/10/1978 - 09/20/1984
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 1/9/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Derose is the right advisor for you? Invested Better is here to help.
