Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Daniel is an Investment Advisor Representative with Cetera Investment Advisers LLC. William has been in the financial services industry since January 18, 2019. William is currently registered in Colorado and Texas. He is also registered in Arizona, California, Colorado, Florida, Georgia, Indiana, Minnesota, New Mexico, Oregon, South Dakota, Texas, Virginia, Washington, and Wisconsin. William's previous employment was with SUMMIT BROKERAGE SERVICES, INC. in Colorado Springs, CO. William has a Series 7, Series 66, and SIE. William also has a Bachelor of Science degree from the University of Colorado at Colorado Springs.
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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (Colorado Springs CO)
CO
01/19/2019 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Colorado Springs CO)
BOTH
Issued 06/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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