Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Daniels is a financial advisor with over 30 years of experience in the financial services industry. Marc has held a variety of roles in the industry including a Series 7 and 66 licensed professional. He is currently registered as a Registered Representative with Cetera Investment Advisers LLC. Prior to Cetera Investment Advisers LLC, Marc worked at Edward D. Jones & Co., L.P., Dean Witter Reynolds Inc., and Blinder, Robinson & Co., Inc. Marc is also licensed to conduct business in Arizona, California, Colorado, Kansas, Michigan, Nevada, Pennsylvania and South Dakota.
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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (LAKEWOOD CO)
MO
03/26/1992 - 12/07/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NY
02/28/1989 - 01/02/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/29/1986 - 03/09/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 10/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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