Daniel Aaron Peters-Rodbell

Current Employers

Employment History

• 05/2012 → 02/2025
  Concourse Financial Group Securities Inc
  Belle Chasse, LA
• 02/2012 → Present
  (Dba) Ansardi Financial Services Inc
  Belle Chasse, LA
• 08/2020 → Present
  (Dba) The Ansardi Group Llc
  Belle Chasse, LA
• 07/2016 → 02/2025
  Concourse Financial Group Securities Inc
  Belle Chasse, LA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Belle Chasse, LA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-07-20 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Belle Chasse, LA
  Birmingham, AL

Other Businesses

(dba) THE ANSARDI GROUP, LLC; Investment Related; 8611 Hwy 23, Suite 1C, Belle Chasse, LA 70037; Investment and Financial Services; Financial Professional; Start Date 08/2020; 160 hours per month; Design and manage investments for clients and handle client facing tasks as required. >> (dba) ANSARDI FINANCIAL SERVICES LLC; Investment Related; 8611 Highway 23, Ste 1-C, Belle Chasse, LA 70037; Planning Associate; Start Date 02/2012; 160 hours per month; I support clients through the purchase of and advice on securities, college savings accounts, variable annuities, fixed annuities, life insurance, health insurance, and financial planning services. >> NEW ORLEANS OFFICIAL LIVERPOOL FC SUPPORTERS CLUB; Non-Investment Related; New Orleans, LA; Other; Treasurer; Start Date 11/2024; 1 hour per month with no hour(s) occurring during trading hours; My duities are to ensure that the club's paypal, venmo, square type accounts are functional for collecting and remitting money to members as required for reimbursement or apparel puchases. Attend meetings as required and on request, provide statement of accounts to the board.

Exams

• S66 Uniform Combined State Law Examination
  2016-07-20

Other Names

• Dan Rodbell-Peters
• Dan Peters Rodbell
• Dan Peters-Rodbell