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Daniel Joseph Berta is a financial advisor professional located in Pueblo West, CO. They specialize in financial advisory. With over 30 years of experience, they bring deep expertise to every client.
Daniel Joseph Berta - Creativeone Securities, Llc holds an active professional license (FINRA CRD) for your protection.
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Daniel Joseph Berta operates Creativeone Securities, LLC in Pueblo West, Colorado, bringing 30 years of experience in financial advisory services. The business holds a FINRA CRD license number 2528528, which governs securities and investment advisory activities. With three decades in the industry, Berta has developed extensive knowledge of financial planning and investment management for clients throughout the region.
A FINRA CRD license indicates that Daniel Joseph Berta is registered with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and dealers in the United States. This registration means the advisor is authorized to offer securities and investment advisory services under FINRA's oversight and compliance requirements. FINRA-registered professionals must meet specific educational standards, pass qualifying examinations, and maintain ongoing regulatory compliance. This designation signals that the advisor operates within a structured regulatory framework designed to protect investors and ensure adherence to industry standards and ethical guidelines.