Cetera Investment Advisers LLC
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About this Advisor
Daniel Haines is a certified financial planner based in Raleigh, North Carolina. Currently a registered advisor with Cetera Investment Advisers LLC, Haines has 10 years of professional experience in the financial advisory industry. Haines maintains Series 66 and Series 63 licenses, which designate them as a securities broker. Haines can work with investors in North Carolina. Over the course of their career, Haines has held roles at Metlife Securities Inc, Securities America Inc, Cetera Investment Advisers, Securities America Advisors, Cetera Investment Serivces LLC and First National Bank Of Pa. Cetera Investment Advisers LLC is headquartered in Raleigh, North Carolina, and operates out of 1,938 other locations across the country. As a company, Cetera Investment Advisers LLC manages $10 billion in assets throughout 51,335 accounts and employs more than 1,951 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the United States. The firm manages 44,320 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Cetera Investment Advisers LLC can offer 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 firm's fees may include 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 Haines Work History
Daniel has 10 years of experience.
Cetera Investment Advisers
Cetera Investment Serivces LLC
First National Bank Of Pa
Securities America Inc
Securities America Advisors
Metlife Securities Inc
Daniel Haines has disclosures.
Please visit their SEC profile for more details.