Daniel Misse (CRD# 2603981) is an Investment Advisor Representative working at Mariner Independent in Metairie, LA and has over 26 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Independent Advisor Network, LLC | Metairie, LA | Nov 2021 - Current | 2 |
| Lpl Financial, LLC | Metairie, LA | Nov 2021 - Current | 2 |
| Voya Financial | Metaire, LA | Sep 2014 - Nov 2021 | 7 |
| Voya Financial Advisors | Metairie, LA | Sep 2014 - Nov 2021 | 7 |
| Ing Financial Partners, Inc. | Metairie, LA | Jan 2011 - Sep 2014 | 3 |
| Ing | Metaire, LA | Nov 2000 - Sep 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- LA
- TX
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Total Assets Under Management8,147MILLIONS
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Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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