Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Sexton is a financial advisor who has been in the industry since 2001. Dane is currently registered with Morgan Stanley. Dane also previously held positions at Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dane holds a Series 66, Series 31, and Series 7 licenses. Dane has been registered with the State of Michigan as an investment advisor representative since 2010 and also holds a Texas investment advisor representative registration.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
06/01/2009 - Present
Morgan Stanley (Muskegon MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MUSKEGON MI)
MI
11/30/2001 - 04/02/2007
MORGAN STANLEY DW INC. (GRAND RAPIDS MI)
MA
07/25/2001 - 12/10/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/25/2001 - 12/10/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
03/27/2001 - 05/30/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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