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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alejandro Saavedra is an investment advisor representative associated with Fidelity Personal and Workplace Advisors. Daniel's primary office is located in Jacksonville, FL. Daniel is a registered investment advisor in Florida and Texas and holds the Series 63, Series 66, Series 4, Series 7, Series 8, Series 9, Series 10, and SIE licenses. Daniel is a veteran financial services professional with over 30 years of experience. Before joining Fidelity Personal and Workplace Advisors, Daniel worked at Charles Schwab & Co., Inc. and BANC of America Investment Services, Inc. Daniel specializes in providing investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and charitable organizations.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
03/02/2007 - 07/18/2011
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
MA
10/27/2003 - 05/09/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
10/07/2002 - 10/22/2003
AXA ADVISORS, LLC (NEW YORK NY)
MO
01/24/2002 - 07/23/2002
EDWARD JONES (ST. LOUIS MO)
TX
03/18/1987 - 12/03/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
04/18/1986 - 03/16/1987
PRUCO SECURITIES CORPORATION
NA
05/23/1985 - 10/21/1985
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 04/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/25/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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