Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel DeBlois is a financial advisor with Cadaret, Grant & Co., Inc. Daniel's current registrations include Series 6, 63, 65 and 26. Daniel has been working in the industry since 2002 and has experience with financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Daniel has worked at Leigh Baldwin & Co., LLC and PFS Investments Inc. in the past.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NY
05/17/2022 - Present
Cadaret, Grant & CO., Inc. (Chittenango NY)
NY
10/20/2011 - 06/03/2022
LEIGH BALDWIN & CO., LLC (MANLIUS NY)
NY
05/31/2002 - 10/25/2011
PFS INVESTMENTS INC. (E SYRACUSE NY)
IA
Issued 01/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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