Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Darrin Westin is a financial advisor at Captrust. He specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans. Daniel has been in the financial services industry for over 20 years, and has a strong understanding of the investment markets and the needs of his clients. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MN
04/28/2023 - Present
Captrust (Minnetonka MN)
MN
08/04/2005 - 11/26/2007
NEXT FINANCIAL GROUP, INC. (VADNAIS HEIGHTS MN)
AZ
10/01/2002 - 08/02/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
06/07/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2002
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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