Daniel MayerCRD Number: 6373593
Current Firm: Cetera Investment Advisers LLC
Daniel Mayer (CRD# 6373593) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Denver, CO and has over 3 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Triumph Capital Management||Denver, CO||Feb 2016 - Current||1|
|Summit Financial Group Inc.||Denver, CO||Oct 2015 - Current||2|
|Cetera Investment, LLC||Denver, CO||Sep 2015 - Current||2|
|Summit Brokerage Services Inc.||Denver, CO||Aug 2015 - Current||2|
|Jp Turner & Co Capital Management LLC||Denver, CO||Nov 2014 - Sep 2015||< 1|
|Jp Turner & Company LLC||Denver, CO||Jul 2014 - Sep 2015||1|
|United States Anti-doping Agency||Colorado Springs, CO||Feb 2014 - Jul 2014||< 1|
|Unemployed||Arvada, CO||Nov 2013 - Feb 2014||< 1|
|Spectra Autism Center||Lakewood, CO||Jul 2011 - Nov 2013||2|
|Unemployed||Arvada, CO||Jun 2011 - Jul 2011||< 1|
|Student- M.a.||Brussels,||Jan 2010 - Jun 2011||1|
|Teksystems||Broomfield, CO||Nov 2008 - Dec 2009||1|
|Berlitz Language Center||Medellin,||Jan 2008 - Nov 2008||< 1|
|Ecc English Academy||Yeosu,||Aug 2007 - Nov 2008||1|
|American Furniture Warehouse||Denver, CO||Jul 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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