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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sexton is a registered investment advisor representative with U.S. Capital Wealth Advisors, LLC in Andover, MA. Daniel has been in the financial services industry since 1996, and has experience in securities, investment advisory, and insurance. Daniel has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the General Securities Representative Examination, the Securities Industry Essentials Examination, the General Securities Sales Supervisor - General Module Examination, and the General Securities Sales Supervisor - Options Module Examination. Daniel also holds a license to sell insurance. Daniel’s firm serves a variety of client types including high-net-worth individuals, corporations, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The firm provides a range of financial advisory services including portfolio management, financial planning, and selection of other advisors.
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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MA
10/31/2022 - Present
U.s. Capital Wealth Advisors, LLC (Andover MA)
MA
10/31/1996 - 12/31/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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