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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 Yeakel is an investment advisor representative associated with Cetera Investment Advisers LLC. Daniel has been in the financial industry since November 25, 2013. Daniel's professional licenses include Series 6, 7, 63 and 65. Cetera Investment Advisers LLC provides a variety of investment advisory services to individuals, families, and businesses. These services include financial planning, portfolio management, pension consulting, and educational seminars. Cetera Investment Advisers LLC has a team of experienced professionals who are dedicated to helping clients achieve their financial goals.
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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VA
03/21/2024 - Present
Cetera Investment Advisers LLC (FALLS CHURCH VA)
IA
Issued 1/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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