Unclaimed
Michael V. Daniels is a financial advisor with Cetera Investment Advisers LLC. Michael has been in the financial services industry since 2006. Michael has a combined experience of 17 years in the industry. Michael is registered with FINRA as a Registered Representative and is also registered as an Investment Advisor Representative in New Jersey and Texas. Michael offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
NJ
01/29/2025 - Present
Cetera Investment Advisers LLC (JERSEY CITY NJ)
NJ
12/18/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Jersey City NJ)
NJ
02/07/2013 - 01/11/2016
AXA ADVISORS, LLC (WOODBRIDGE NJ)
NY
07/21/2010 - 02/07/2013
NEW ENGLAND SECURITIES (TARRYTOWN NY)
IL
02/02/2006 - 07/27/2010
METLIFE SECURITIES INC. (SCHAUMBURG IL)
IL
02/02/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHICAGO IL)
BOTH
Issued 06/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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