Unclaimed
Daniel Hawthorne is an Investment Advisor Representative at Lighthouse Financial, LLC. Daniel is a registered Investment Advisor with the state of Massachusetts. Daniel's background includes over 10 years of experience in the financial services industry. Daniel provides financial planning, portfolio management, and pension consulting services. Daniel's firm manages assets for individuals, corporations, and charitable organizations.
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.
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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MA
03/05/2024 - Present
Lighthouse Financial, LLC (Marblehead MA)
IA
Issued 03/01/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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