Unclaimed
Danny Ray Elser is an investment advisor representative with Cetera Investment Advisers LLC. Danny is a licensed advisor with over 39 years of experience in the financial industry. Danny's practice is focused on providing personalized financial planning and investment management services to individuals, businesses, and charitable organizations. Danny is committed to helping clients achieve their financial goals by providing sound financial advice, tailored to their individual needs. Danny holds the Series 6, 7, 22, 24 and SIE licenses and is a Chartered Financial Consultant (ChFC). Danny is currently registered to provide advisory services in the state of Montana.
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
MT
06/29/2023 - Present
Cetera Investment Advisers LLC (Billings MT)
MT
07/05/2005 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BILLINGS MT)
NJ
07/27/2004 - 07/01/2005
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
IA
04/14/1987 - 03/30/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
08/20/1986 - 04/22/1987
HUTCHISON FINANCIAL CORPORATION
NA
11/21/1983 - 08/12/1986
PRINCOR FINANCIAL SERVICES CORPORATION
BC
Issued 10/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Danny Elser is the right advisor for you? Invested Better is here to help.