Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wigton is a financial advisor with over 40 years of experience in the industry. Daniel is registered with Stifel, Nicolaus & Company, Inc. in Ohio and Texas. Daniel has held previous positions with UBS Financial Services Inc., McDonald Investments Inc., Fifth Third/The Ohio Company, Kemper Securities Group, Inc., Prescott, Ball & Turben, Inc., and McDonald & Company. Daniel holds a Series 63 and Series 65 license. Daniel has been a board member of The Ohio State Alumni Advisory Board and Marion Can Do Inc.
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.
1
2
OH
09/25/2009 - Present
Stifel, Nicolaus & Company, Inc. (MARION OH)
OH
02/09/2007 - 09/25/2009
UBS FINANCIAL SERVICES INC. (MARION OH)
OH
11/06/1998 - 02/09/2007
MCDONALD INVESTMENTS INC. (MARION OH)
OH
02/11/1992 - 11/16/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
MO
09/04/1990 - 02/18/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
01/08/1982 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
01/02/1980 - 01/13/1982
MCDONALD & COMPANY
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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