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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 Robert Stewart is a financial advisor with over 20 years of experience in the financial services industry. Currently, he is a Managing Director at Sageview Advisory Group, LLC. Daniel Stewart has a Series 7, Series 63, and SIE licenses. Daniel Stewart has experience working with individuals, corporations, pension and profit-sharing plans, charitable organizations, and state and municipal governments.
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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CA
09/30/2022 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
MN
02/21/2017 - 12/31/2021
TRIAD ADVISORS LLC (Golden Valley MN)
MN
11/30/2010 - 03/02/2017
LPL FINANCIAL LLC (GOLDEN VALLEY MN)
MN
07/30/2007 - 11/30/2010
NRP FINANCIAL, INC. (GOLDEN VALLEY MN)
MN
08/12/2004 - 07/27/2007
VIRCHOW KRAUSE CAPITAL, LLC (BLOOMINGTON MN)
ME
09/23/2002 - 07/22/2004
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
IN
10/05/2000 - 01/07/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/05/2000 - 01/07/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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