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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 Richard Garron is an investment advisor representative with Beaumont Financial Partners in Needham, Massachusetts. Daniel has been in the financial industry since 2000. Daniel has earned both Series 63 and Series 66 state securities licenses as well as Series 6, Series 7, and SIE product exams. Daniel is a Certified Financial Planner. Daniel works with individuals, high-net-worth individuals, corporations, and charitable organizations. The firm, Beaumont Financial Partners, provides a variety of financial services including financial planning, portfolio management, pension consulting, selection of other advisors, and credit and cash management solutions.
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.
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.
Credit and cash management solutions; and insurance solutions
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
11/22/2022 - Present
Beaumont Financial Partners (NEEDHAM MA)
NH
04/15/2003 - 07/05/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
RI
12/01/2000 - 09/18/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
ME
02/25/2000 - 10/27/2000
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BOTH
Issued 08/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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