Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Obrand is an investment advisor representative at Fidelity Personal And Workplace Advisors. Daniel Obrand has been in the securities industry since 2005, with prior experience at E*TRADE Securities LLC, Citigroup Global Markets Inc., Citicorp Investment Services, Morgan Stanley DW Inc., and UBS Financial Services Inc. Daniel Obrand is registered with the Securities and Exchange Commission and holds the Series 7, Series 31, Series 66, and SIE licenses.
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
CA
09/20/2022 - Present
Fidelity Personal AND Workplace Advisors (EL SEGUNDO CA)
CA
04/16/2010 - 07/28/2022
E*TRADE SECURITIES LLC (ROLLING HILLS CA)
CA
05/29/2007 - 06/22/2009
CITIGROUP GLOBAL MARKETS INC. (ANAHEIM CA)
CA
06/06/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (CYPRESS CA)
NY
08/02/2005 - 06/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
03/22/2005 - 07/29/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Daniel Obrand is the right advisor for you? Invested Better is here to help.
