Everyone's economic and life situation is unique. And I keep this in mind when providing financial advice. I believe that personalized service is essential when matching clients with the proper financial products and solutions. As a Financial Advisor, I am dedicated to learning about your personal financial goals. Together, we use them to build an investment plan focused on your specific needs. I understand my clients are in different stages of life: you might be purchasing a first home, financing a child's education or planning for retirement. I believe an investment plan must reflect your personal or business situation, and so I will work to highlight the financial solutions that I feel best fit your goals. Once your customized plan is in place, we will continue working together to review the plans achievements with respect to your goals, and ensure you are comfortable that everything is going forward according to your plan. If you ever have any questions regarding your plan or about specific financial products or solutions, please contact me. I will set an appointment to meet and review your needs and address any questions you may have. I look forward to speaking with you.Investment and Insurance Products: NOT FDIC Insured, NOT Bank Guaranteed, MAY Lose ValueOpinions and comments expressed by LinkedIn members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Information is intended for use only by residents of Florida
Freedom Financial Group
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Investment Advisor RepresentativeFreedom Financial Group Aug 2022 - PresentUnited States
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Financial AdvisorLpl Financial May 2020 - Aug 2022Boynton Beach, Florida, United States -
Financial AdvisorWells Fargo Advisors Dec 2017 - May 2020Vero BeachI have nineteen years of experience as a licensed financial representative. I work with clients to find the appropriate financial solutions for them based on their risk profile and suitability. I utilize investment planning programs and other resources to assist me when making asset recommendations to clients. These asset types range from stocks, bonds, mutual funds, advisory, annuities, retirement plans, long-term care and life insurance. • Responsible for managing client’s assets and assisting them with any financial needs they might have to help them achieve their financial goals. • Working with third party product wholesalers to sponsor client seminars and workshops.LicensesSeries 7, 24, 63, 65 Life, Health and Variable AnnuitySkillsProfessional Designations: CRC (Certified Retirement Counselor) CRPC (Chartered Retirement Planning Counselor)Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, -
Financial AdvisorHarbor Community Bank Apr 2015 - Jan 2017Port Saint Lucie, FlI have nineteen years of experience as a licensed financial representative. I work with clients to find the appropriate financial solutions for them based on their risk profile and suitability. I utilize financial planning programs and other resources to assist me when making asset recommendations to clients. These asset types range from stocks, bonds, mutual funds, advisory, annuities, retirement plans, long-term care and life insurance. • Responsible for managing client’s assets and assisting them with any financial needs they might have to help them achieve their financial goals. • Responsible for managing the local licensed bankers. Mentoring and coaching them so that they were current with product knowledge and ways to look for sales opportunities.• Responsible for providing bank branch coverage. Coordinating client appointments and weekly visitation schedules with the branch managers and licensed bankers. Conducting product trainings for the bankers.• Working with third party product wholesalers to sponsor client seminars and workshops to generate sales.LicensesSeries 7, 24, 63, 65 Life, Health and Variable AnnuitySkillsProfessional Designations: CRC (Certified Retirement Counselor) CRPC (Chartered Retirement Planning Counselor)
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Financial Solutions AdvisorBank Of America Merrill Lynch Jul 2014 - Apr 2015I have nineteen years of experience as a licensed financial representative. I work with clients to find the appropriate financial solutions for them based on their risk profile and suitability. I utilize financial planning programs and other resources to assist me when making asset recommendations to clients. These asset types range from stocks, bonds, mutual funds, advisory, annuities, retirement plans, long-term care and life insurance. • Responsible for managing client’s assets and assisting them with any financial needs they might have to help them achieve their financial goals. • Responsible for managing the local licensed bankers. Mentoring and coaching them so that they were current with product knowledge and ways to look for sales opportunities.• Responsible for providing bank branch coverage. Coordinating client appointments and weekly visitation schedules with the branch managers and licensed bankers. Conducting product trainings for the bankers.• Working with third party product wholesalers to sponsor client seminars and workshops.LicensesSeries 7, 24, 63, 65 Life, Health and Variable AnnuitySkillsProfessional Designations: CRC (Certified Retirement Counselor) CRPC (Chartered Retirement Planning Counselor) -
Financial AdvisorSeacoast Wealth Management Sep 2012 - Jun 2014Port Saint Lucie, FlI have nineteen years of experience as a licensed financial representative. I work with clients to find the appropriate financial solutions for them based on their risk profile and suitability. I utilize financial planning programs and other resources to assist me when making asset recommendations to clients. These asset types range from stocks, bonds, mutual funds, advisory, annuities, retirement plans, long-term care and life insurance. • Responsible for managing client’s assets and assisting them with any financial needs they might have to help them achieve their financial goals. • Responsible for managing the local licensed bankers. Mentoring and coaching them so that they were current with product knowledge and ways to look for sales opportunities.• Responsible for providing bank branch coverage. Coordinating client appointments and weekly visitation schedules with the branch managers and licensed bankers. Conducting product trainings for the bankers.• Working with third party product wholesalers to sponsor client seminars and workshops.LicensesSeries 7, 24, 63, 65 Life, Health and Variable AnnuitySkillsProfessional Designations: CRC (Certified Retirement Counselor) CRPC (Chartered Retirement Planning Counselor)
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Financial AdvisorPnc Advisors May 2011 - May 2012Port St. Lucie, FlI have nineteen years of experience as a licensed financial representative. I work with clients to find the appropriate financial solutions for them based on their risk profile and suitability. I utilize financial planning programs and other resources to assist me when making asset recommendations to clients. These asset types range from stocks, bonds, mutual funds, advisory, annuities, retirement plans, long-term care and life insurance. • Responsible for managing client’s assets and assisting them with any financial needs they might have to help them achieve their financial goals. • Responsible for managing the local licensed bankers. Mentoring and coaching them so that they were current with product knowledge and ways to look for sales opportunities.• Responsible for providing bank branch coverage. Coordinating client appointments and weekly visitation schedules with the branch managers and licensed bankers. Conducting product trainings for the bankers.• Working with third party product wholesalers to sponsor client seminars and workshops.LicensesSeries 7, 24, 63, 65 Life, Health and Variable AnnuitySkillsProfessional Designations: CRC (Certified Retirement Counselor) CRPC (Chartered Retirement Planning Counselor).
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Financial AdvisorSuntrust Investment Services, Inc. Jul 1999 - May 2011Vero Beach, FlI have nineteen years of experience as a licensed financial representative. I work with clients to find the appropriate financial solutions for them based on their risk profile and suitability. I utilize financial planning programs and other resources to assist me when making asset recommendations to clients. These asset types range from stocks, bonds, mutual funds, advisory, annuities, retirement plans, long-term care and life insurance. • Responsible for managing client’s assets and assisting them with any financial needs they might have to help them achieve their financial goals. • Responsible for managing the local licensed bankers. Mentoring and coaching them so that they were current with product knowledge and ways to look for sales opportunities.• Responsible for providing bank branch coverage. Coordinating client appointments and weekly visitation schedules with the branch managers and licensed bankers. Conducting product trainings for the bankers.• Working with third party product wholesalers to sponsor client seminars and workshops.LicensesSeries 7, 24, 63, 65 Life, Health and Variable AnnuitySkillsProfessional Designations: CRC (Certified Retirement Counselor) CRPC (Chartered Retirement Planning Counselor)
Dan Gaines Education Details
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Denison UniversityFilm/Cinema/Video Studies
Frequently Asked Questions about Dan Gaines
What company does Dan Gaines work for?
Dan Gaines works for Freedom Financial Group
What is Dan Gaines's role at the current company?
Dan Gaines's current role is Investment Advisor Representalive with Freedom Financial Group, LLC.
What schools did Dan Gaines attend?
Dan Gaines attended Denison University.
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Dan Gaines
Sales Strategist / Brand Builder / Sales Leader, Coach, Mentor / Business BuilderGreenville, Sc4collectivebrands.com, charter.net, ninewest.com, wolverineworldwide.com -
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Dan Gaines
Associate Director Of Marketing & Analytics, Mitchell E. Daniels, Jr. School Of Business | Board Member, Visionary Council At Atlasrtx, A Mindshare VentureWest Lafayette, In4pacers.com, hotmail.com, tamucc.edu, purdue.edu4 +176549XXXXX
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4gmail.com, wane.com, uasch.org, cable.comcast.com1 (844) 3XXXXXXX
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