Daniel Dame has been an investment adviser representative at PMG Wealth Management since February 2017, and is not listed among the firm’s executive officers or direct owners.
PMG Wealth Management, Inc. is a Hawthorn Woods, IL firm with $198M under management, 443 clients and 4 advisers across 2 offices, as of its May 2026 filing.
Daniel Dame’s longest registration is the current one, 9 years at PMG Wealth Management since 2017. Before joining PMG Wealth Management in 2017, Daniel Dame was registered through LPL Financial LLC and Mutual Service Corporation.
- PMG Wealth ManagementCurrent– present · 9 yearsCape Coral, FL · Adviser representative · Firm CRD 285899
- LPL Financial LLC– · 7 yearsHawthorn Woods, IL · Adviser representative · Firm CRD 6413
- Mutual Service Corporation– · under a yearBuffalo Grove, IL · Adviser representative · Firm CRD 4806
- Metlife Securities Inc.– · 7 yearsArlington Heights, IL · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Daniel Dame is registered as an investment adviser representative in 2 states. The first approvals date from February 2017; the most recent is Texas, in March 2017.
- IllinoisSince 10 February 2017
- TexasSince 2 March 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 January 2001 |
| Series 7 | General Securities Representative Examination | 3 October 2000 |
| Series 22 | Direct Participation Programs Representative Examination | 31 October 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 April 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 February 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Robert Dame
- CRD
- 1206871
- Firm
- PMG Wealth Management · CRD 285899
- Office
- Cape Coral, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Daniel Dame work?
Daniel Dame is an investment adviser representative registered through PMG Wealth Management, Inc. since February 2017, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Dame a financial advisor?
Yes. Daniel Dame has a current investment-adviser registration in Illinois and Texas, through PMG Wealth Management since February 2017.
How many years of experience does Daniel Dame have?
Daniel Dame has 41 years in the financial industry, since July 1985, across 4 adviser firms.
What exams has Daniel Dame passed?
Daniel Dame has passed 5 licensing exams: the Series 6, Series 63, Series 22, Series 7 and Series 65. The earliest, the Series 6, was passed in February 1984. FINRA credited Daniel Dame with the SIE, which began in October 2018.
Where did Daniel Dame work before PMG Wealth Management?
Before PMG Wealth Management, Daniel Dame was registered through Mutual Service Corporation, February 2009 to October 2009; Metlife Securities Inc., June 2001 to February 2009.
Where is Daniel Dame based?
Daniel Dame’s registered office is in Cape Coral, FL.
Is Daniel Dame registered with FINRA?
Yes. Daniel Dame has a current broker registration, under CRD 1206871.
Source: FINRA BrokerCheck
How can I verify Daniel Dame’s record?
Search CRD 1206871 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Dame’s full registration record.
