Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Isaacs is a financial advisor with over 20 years of experience in the financial services industry. He has a strong background in investment management and has worked with a variety of firms including Fidelity Investments Institutional Services Company, Inc. and Cigna Financial Advisors, Inc. Currently, Daniel is registered with Wellington Funds Distributors Inc. Daniel is a Series 6, 7, 24 and 63 licensed professional.
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.
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.
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2
MA
11/12/2012 - Present
Wellington Funds Distributors Inc. (BOSTON MA)
RI
08/30/1997 - 05/08/2003
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
PA
10/03/1996 - 02/28/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
RI
09/25/1989 - 09/09/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 12/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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