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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 Scott Chabott is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. Daniel has been in the securities industry since September 2, 1995. Prior to joining Cambridge Investment Research Advisors, Inc., Daniel worked with CETERA ADVISORS LLC, INVESTORS CAPITAL CORP., SAGEPOINT FINANCIAL, INC., MUTUAL SERVICE CORPORATION, INVESTORS CAPITAL CORP., METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Daniel is registered with the state of Massachusetts and has passed the Series 63, 6, 26 and SIE exams. Daniel holds both FINRA and SRO registrations. Daniel specializes in providing financial planning, educational seminars, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
11/01/2022 - Present
Cambridge Investment Research Advisors, Inc. (Northfield MA)
MA
10/03/2016 - 02/26/2018
CETERA ADVISORS LLC (NORTHFIELD MA)
MA
08/22/2012 - 10/03/2016
INVESTORS CAPITAL CORP. (NORTHFIELD MA)
MA
11/16/2005 - 08/24/2012
SAGEPOINT FINANCIAL, INC. (NORTHFIELD MA)
NH
01/07/2003 - 12/12/2005
MUTUAL SERVICE CORPORATION (KEENE NH)
MA
02/06/2002 - 12/18/2002
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
08/15/1995 - 02/08/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/15/1995 - 02/08/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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