Unclaimed
Daniel Edward Calton is a Registered Investment Advisor representative associated with Archer Investment Corp., a Registered Investment Advisor firm based in Carmel, IN. Daniel is registered in Florida. He has been in the financial industry since 2009 and is a licensed Series 6 and Series 65 representative. Daniel's primary specializations include portfolio management, investment company products, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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2
FL
08/31/2018 - Present
Archer Investment Corp. (Lake Mary FL)
FL
10/21/2009 - 10/10/2011
H.D. VEST INVESTMENT SERVICES (LONGWOOD FL)
IA
Issued 07/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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