Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Barylak is a financial advisor registered with Fidelity Personal And Workplace Advisors. Daniel is a registered representative and investment advisor representative licensed in various states. Daniel has experience with investment advising and brokerage services. Daniel holds Series 7 and Series 66 securities licenses and has obtained the Certified Financial Planner designation. Daniel is experienced in providing financial planning, portfolio management, and educational seminars. Daniel has been in the industry since 2010.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/23/2022 - Present
Fidelity Personal AND Workplace Advisors (FAIRLAWN OH)
OH
07/25/2011 - 02/21/2022
CHARLES SCHWAB & CO., INC. (Richfield OH)
OH
10/21/2009 - 04/25/2011
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
BOTH
Issued 09/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Daniel Barylak is the right advisor for you? Invested Better is here to help.
