Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Tequesta, FL
Tequesta Financial Advisors
Cary Stamp & Company
110 Bridge Road
Tequesta, FL 33469
(561) 281-2166
“Principled Wealth Advisors”
Advisor Profile
Daniel Roth, ChFC®
Name:  Daniel Roth, ChFC®
Website:  Visit Website
Disclosure Link:
https://www.commonwealth.com/client s/media/formadv_part2.pdf
https://www.commonwealth.com/media/CAP%20Entity%20 (Website%20Portal)%20Solicitor%20Disclosure%20Stat ement%20Template%20- %20WiserAdvisor%20and%20Roth.pdf
" target="_blank">Disclaimer
Daniel Roth is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, and TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.. Review our Terms of Use:https://www.commonwealth.com/termso fuse.html

About Cary Stamp & Company

Our advisory team provides sophisticated wealth management and financial solutions founded on fiduciary principles. For those who have a need for planning, we create principled, holistic plans that align with your goals and aspirations, needs, investment objectives, risk tolerance, and time horizon.
 

General Information

Firm CRD#:    8032
CRD#:    6127620
Number of Years with Current Firm:    8
Years of Experience in Financial Services:    8
Name of Broker/Dealer:    COMMONWEALTH FINANCIAL NETWORK
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
States Willing to do Business in:   
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Securities Licenses:    Series 66, Series 7
Certifications, Accreditations & Designations:    Chartered Financial Consultant (ChFC®)
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Compensation Methods:    Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $100k+
 
 
 

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.