Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Daniels is a financial professional with over 30 years of experience in the financial services industry. Douglas is registered with Cetera Investment Advisers LLC and has held previous registrations with CUSO Financial Services, L.P., LPL Financial LLC, CUNA Brokerage Services, Inc., and Fidelity Brokerage Services LLC. Douglas has experience providing financial planning, investment management, and insurance services. Douglas has a strong track record of helping individuals and families 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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2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (RIVERTON UT)
UT
09/12/2017 - 12/08/2020
CUSO FINANCIAL SERVICES, L.P. (Salt Lake City UT)
UT
09/22/2015 - 08/11/2017
LPL FINANCIAL LLC (SALT LAKE CITY UT)
UT
01/14/2015 - 09/21/2015
CUSO FINANCIAL SERVICES, L.P. (Clearfield UT)
UT
04/28/2004 - 01/14/2015
CUNA BROKERAGE SERVICES, INC. (CLEARFIELD UT)
RI
03/08/1990 - 10/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 11/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/2/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/8/1994
Series 7 - General Securities Representative Examination
BC
Issued 3/6/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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