Cetera Investment Advisers LLC
About this Advisor
Daniel Aman is a financial advisor who works out of Montgomery, Alabama, who has been in the financial industry for 14 years. Aman works at Cetera Investment Advisers LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Target Corp, Bank Of America, N.A, Regions Bank, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Aman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Alabama. Cetera Investment Advisers LLC is a business operating out of Montgomery, Alabama. The company has offices in 1,614 locations and a total of 2,358 financial advisors. It oversees $16 billion in assets among its 78,591 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 95 charities and foundations. Of its 78,591 client accounts, 19% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services are provided. Fees billed by Cetera Investment Advisers LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cetera Investment Advisers LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Daniel Aman Work History
Daniel has 14 years of experience.
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bank Of America
Daniel Aman has disclosures.
Please visit their SEC profile for more details.
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