Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Castle is a financial advisor with Winthrop Wealth. Daniel has been in the financial services industry for over 19 years. He has a Series 7, 6, 63 and SIE licenses and is a Certified Financial Planner and Chartered Financial Consultant. Daniel specializes in providing investment advisory services to individuals, businesses, and retirement plans. He also offers financial planning services, portfolio management, and educational seminars.
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
06/18/2019 - Present
Winthrop Wealth (BOSTON MA)
MA
01/03/2005 - 05/03/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NA
03/31/1993 - 01/24/1994
FISCO EQUITY, INC.
NA
11/06/1992 - 03/01/1993
CALVERT SECURITIES CORPORATION
NA
02/03/1992 - 12/04/1992
JOHN HANCOCK DISTRIBUTORS, INC.
NA
09/18/1987 - 12/04/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
09/18/1987 - 12/31/1990
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 08/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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