Unclaimed
William Daniel is a financial professional with over 20 years of experience. William is currently registered with Cetera Investment Advisers LLC in Colorado and Texas. He is a Series 7 and Series 66 licensed holder. William has a strong background in investments and financial planning. Previously William was registered with SUMMIT BROKERAGE SERVICES, INC. William's specializations include retirement planning, education planning, college savings, and estate planning. William is committed to helping his clients 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.
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 6/4/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 1/18/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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