personimage

Daniel J. Berta

Client One Securities Llc

Financial Planner in Pueblo, CO

Address:
720 N Main St, Ste 230
Pueblo, CO 81003
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About Daniel J. Berta

Daniel Berta is a financial professional at Client One Securities Llc located in Pueblo, Colorado. Daniel Berta holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

Daniel Berta provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Daniel Berta
720 N Main St, Ste 230
Pueblo, CO 81003

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for Daniel J. Berta

Looking for a financial advisor located near Pueblo, Colorado? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.