Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Dixon is a financial advisor with Beaumont Capital Management, LLC. Daniel Dixon has been in the industry for over 30 years and has a Series 6, Series 63, and Series 65 license. Daniel Dixon has experience working with a variety of clients, including other investment advisors, insurance companies, individuals, state or municipal government entities, and high-net-worth individuals. Beaumont Capital Management, LLC is an investment advisor with a focus on portfolio management for individuals and businesses. The firm also provides wrap program/model manager/sub-adviser services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap program/model manager/sub-advisor
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.
Wrap manager and sub-advisor
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2
MA
04/14/2020 - Present
Beaumont Capital Management, LLC (BOSTON MA)
MD
02/09/2021 - 05/28/2024
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
NY
04/27/2015 - 02/28/2020
JOSEPH GRACE (NEW YORK NY)
FL
09/23/2009 - 12/10/2013
GRANT WILLIAMS L.P. (VERO BEACH FL)
NJ
12/15/2003 - 09/10/2004
PERSHING LLC (JERSEY CITY NJ)
PA
07/05/2000 - 12/15/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
MA
09/30/1999 - 06/22/2000
NVEST FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
PA
07/25/1996 - 10/04/1999
RTE SECURITIES, INC. (RYDAL PA)
PA
04/12/1994 - 09/05/1996
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
07/15/1991 - 11/30/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 06/03/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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