Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alan Perez is a financial advisor registered with Fidelity Personal and Workplace Advisors. Daniel has been working in the financial industry since 2014. Daniel is registered to provide investment advisory services in Florida and Texas. Daniel is a Certified Financial Planner and holds FINRA Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Daniel is active in the fitness industry and also provides tutoring for CFP and FINRA exams. Daniel works with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Daniel's clients are located in California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and Wisconsin. Daniel offers advisory services in financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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2
FL
09/20/2018 - Present
Fidelity Personal AND Workplace Advisors (CORAL GABLES FL)
FL
11/24/2015 - 03/09/2018
SCOTTRADE, INC. (MIAMI FL)
FL
10/21/2014 - 12/04/2015
MML INVESTORS SERVICES, LLC (CORAL GABLES FL)
BOTH
Issued 02/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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