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Dane Flaherty

Ashton Stewart & CO., Inc.

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About Dane Flaherty

Dane Flaherty is a financial professional with Ashton Stewart & Co., Inc., based in Miami, Florida. Dane has been in the industry since March 19, 2024, and has successfully passed the Series 7TO, Series 63, and SIE exams. Dane is registered with FINRA and is currently licensed in Arizona, California, Florida, Nebraska, Nevada, New York, South Carolina, and Texas.

Firm Information

Dane Flaherty is currently registered with Ashton Stewart & CO., Inc.. Ashton Stewart & CO., Inc. is a Corporation formed in September 1999 and registered with the SEC and in 43 states.

Not reported

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Dane Flaherty’s Registration & Firm History

FL

03/20/2024 - Present

Ashton Stewart & CO., Inc. (MIAMI FL)

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Licenses & Designations

BC

Issued 06/27/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dane Flaherty.
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