Daniel Derose (CRD# 847616) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hamilton Square, NJ and has over 38 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Hamilton, NJ | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Auletta Agency | Lawrenceville, NJ | Jan 2000 - Current | 24 |
| Mid Atlantic Benefit Strategies LLC | Wall, NJ | Aug 1984 - Current | 39 |
| Mid Atlantic Resource Group | Hamilton Square, NJ | Jul 1984 - Current | 39 |
| Securian Financial Services, Inc. | St. Paul, MN | Nov 1986 - Aug 2023 | 36 |
| Minnesota Life Insurance Company | St Paul, MN | Aug 1984 - Aug 2023 | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1997 |
- NJ
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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, WY
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