Unclaimed
Daniel Bennett is a financial advisor with Ashton Thomas Private Wealth, based in Scottsdale, Arizona. Daniel has been in the financial services industry since 2016, holding previous roles with AssetMark Brokerage, LLC, Charles Schwab & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is registered as an investment advisor representative in Arizona. Daniel has a Series 7, Series 66, and SIE license.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
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AZ
08/16/2023 - Present
Ashton Thomas Private Wealth (SCOTTSDALE AZ)
AZ
03/22/2018 - 09/27/2021
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
03/30/2017 - 08/11/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
03/04/2016 - 04/13/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 05/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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