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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 Bertolet Shuptar is a financial advisor with over 9 years of experience in the industry. Daniel Bertolet Shuptar is currently registered with Fisher Investments in Plano, TX and Camas, WA. Daniel Bertolet Shuptar has previously worked with Fidelity Brokerage Services LLC and Vanguard Marketing Corporation. Daniel Bertolet Shuptar is also registered with the state of Texas and Washington. Daniel Bertolet Shuptar offers various financial services including financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/17/2019 - Present
Fisher Investments (PLANO TX)
DE
04/11/2014 - 06/05/2019
FIDELITY BROKERAGE SERVICES LLC (GREENVILLE DE)
PA
09/13/2010 - 04/04/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 05/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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