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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dathan? Claim Your ProfileDathan Belanger is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Dathan has been in the financial industry since 2010 and has worked with a variety of firms including Mutual of Omaha Investor Services, Inc., Northwestern Mutual Investment Services, LLC, and Santander Securities LLC. Dathan holds several licenses including Series 6, 7, 63, 65, and 66. Dathan is also a registered investment advisor in Rhode Island and Texas. In addition to their work as a financial advisor, Dathan is also an author and runs a jewelry company with their daughter. Dathan's focus is on providing financial advice to individuals, businesses, and institutions. Dathan specializes in investment management, retirement planning, and estate planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
RI
05/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PROVIDENCE RI)
MA
01/02/2018 - 03/10/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BRAINTREE MA)
RI
09/16/2016 - 11/02/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVIDENCE RI)
RI
12/04/2015 - 07/27/2016
SANTANDER SECURITIES LLC (BARRINGTON RI)
MA
01/20/2015 - 11/19/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BRAINTREE MA)
RI
10/20/2014 - 12/31/2014
MML INVESTORS SERVICES, LLC (WARWICK RI)
RI
02/26/2003 - 06/01/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
11/06/2002 - 02/14/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/06/2002 - 02/14/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
07/28/1999 - 10/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/1999 - 10/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 2/2/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 6/5/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/31/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/2/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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