Daniel Ceschin, financial advisor Phoenix AZ
93 score

Daniel Ceschin

CRD Number: 1264804
Current Firm: Mutual Of Omaha Investor Services, Inc.

Daniel Ceschin (CRD# 1264804) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Phoenix, AZ and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Omaha, NE Jul 2013 - Current 3
Mutual Of Omaha Phoenix, AZ Jun 2013 - Current 3
New England Securities Phoenix, AZ Jul 2011 - Jun 2013 1
New England Securities Coloraado Springs, CO Jul 2000 - Jun 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Daniel A. Ceschin
Phone Number: 402-351-5770
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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