Daniel
Gerena
Cetera Investment Advisers LLC
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About this Advisor
Daniel Gerena is a financial advisor based in Tampa, Florida, working with Cetera Investment Advisers LLC. Daniel has previously held positions at Wells Fargo Advisors LLC, Suntrust Investment Services, Inc, Suntrust Bank, Regions Bank, Looking For Work, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Suntrust Advisory Services. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Daniel is part of Cetera Investment Advisers LLC, which operates out of Tampa, Florida. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
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Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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 Gerena Work History
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Regions Bank
Looking For Work
Suntrust Investment Services, Inc
Suntrust Bank
Suntrust Advisory Services
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Daniel Gerena to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cetera Investment Advisers LLC
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
San Diego, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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