Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Norman Baron is an investment advisor representative associated with Daymark Wealth Partners, LLC. Daniel has been in the financial services industry since 1997, working previously for companies such as Wells Fargo Clearing Services, LLC, Morgan Stanley, UBS Financial Services Inc, and UBS Securities LLC. Daniel is registered to provide investment advice in Connecticut.
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.
1
2
CT
04/30/2024 - Present
Daymark Wealth Partners, LLC (Southport CT)
CT
01/29/2016 - 05/08/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
CT
10/16/2009 - 02/03/2016
MORGAN STANLEY (WESTPORT CT)
CT
07/05/2006 - 10/28/2009
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
NY
04/20/2005 - 09/13/2005
UBS SECURITIES LLC (NEW YORK NY)
CT
01/21/1999 - 05/25/2005
UBS CAPITAL MARKETS L.P. (STAMFORD CT)
TX
08/14/1997 - 01/04/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/07/1997 - 06/19/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 07/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Baron is the right advisor for you? Invested Better is here to help.
