Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Catone is an experienced financial advisor with a diverse background in the industry. Daniel has a proven track record of providing investment advice and financial planning services to individuals, families, and businesses. Daniel's experience with Golden State Wealth Management, LLC, Redwood Investment Group, Inc., Golden State Asset Management, Golden State Equity Partners, LLC, and Arimathea provides a well-rounded perspective on investment strategies. Daniel's expertise spans multiple areas including portfolio management, financial planning, and pension consulting.
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.
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.
Financial planning fee
1
2
CA
12/06/2021 - Present
Golden State Wealth Management, LLC (SOUTH COAST METRO CA)
CA
06/01/2009 - 02/29/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT BRAGG CA)
CA
06/13/2005 - 06/02/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FORT BRAGG CA)
MO
01/01/2002 - 06/14/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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