Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alan Dewhitt is an investment advisor representative at Waystone Advisors LLC. Daniel has been in the industry for 10 years. Daniel is registered with the state of Washington and Texas. He is also licensed as an insurance agent. Daniel has a Series 65 license and provides financial planning and portfolio management for individuals. Daniel holds a specialization in 1, 4, and 6.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WA
03/26/2024 - Present
Waystone Advisors LLC (REDMOND WA)
IA
Issued 03/08/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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