Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aaron Fritz is a registered representative with Capital Client Group, Inc. with a background in the financial services industry going back to 2014. Daniel has previous experience with Edward Jones, American Funds Distributors, Inc. and Fidelity Brokerage Services LLC. Daniel is licensed to conduct securities business in Arizona, California, Indiana, Iowa, Louisiana, Maine, Massachusetts, Nebraska, New Hampshire, Ohio, Rhode Island, Texas and Vermont. Daniel is also a registered investment advisor representative in Indiana.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
03/16/2022 - Present
Capital Client Group, Inc. (CARMEL IN)
TX
09/10/2021 - 03/08/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IN
09/21/2015 - 08/16/2021
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
IN
11/17/2014 - 06/11/2015
EDWARD JONES (CARMEL IN)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Fritz is the right advisor for you? Invested Better is here to help.
