Daniel Alivernini (CRD# 5485838) is an Investment Advisor Representative working at Pacer Advisors, Inc. in Malvern, PA and has over 16 years of experience in the finance industry. Daniel Alivernini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pacer Financial, Inc. | Malvern, PA | Oct 2018 - Current | 5 |
| Pacer Advisors, Inc. | Malvern, PA | Oct 2018 - Current | 5 |
| Pacer Financial, Inc. | Paoli, PA | Apr 2018 - Oct 2018 | < 1 |
| Pacer Advisors, Inc. | Paoli, PA | Apr 2018 - Oct 2018 | < 1 |
| Unemployed | West Chester, PA | Nov 2017 - Mar 2018 | < 1 |
| Unemployed | Highlands Ranch, CO | May 2017 - Oct 2017 | < 1 |
| Usaa Financial Advisors, Inc. | Colorado Springs, CO | Nov 2013 - Apr 2017 | 3 |
| Usaa Financial Planning Services | Colorado Springs, CO | Nov 2013 - Apr 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management35,111MILLIONS
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Total Number of Accounts47ACCOUNTS
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Average Account Value$747,053,093
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
PA
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