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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 Thomas Newquist is a financial advisor with The Colony Group, LLC, specializing in providing financial planning and investment management services to high-net-worth individuals, families, and institutions. Daniel is a Certified Financial Planner™ professional with over 20 years of experience in the financial services industry. Prior to joining The Colony Group, LLC, Daniel was a financial advisor at Securities America, Inc. and Foothill Securities, Inc. Daniel's areas of expertise include financial planning, retirement planning, investment management, and estate planning. Daniel is committed to providing personalized financial advice and working with clients to achieve their financial goals.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
CA
07/01/2024 - Present
THE Colony Group, LLC (MORGAN HILL CA)
CA
12/08/2016 - 03/31/2020
SECURITIES AMERICA, INC. (MORGAN HILL CA)
CA
12/18/2008 - 12/31/2016
FOOTHILL SECURITIES, INC. (MORGAN HILL CA)
CA
02/16/2006 - 12/17/2008
EPLANNING SECURITIES, INC. (MORGAN HILL CA)
SC
06/23/1999 - 03/31/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 09/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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