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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 Blake Milligan is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Daniel has been in the securities industry since 2007. Daniel is registered with FINRA and has a Series 6, Series 7, Series 9, Series 10, Series 63, Series 65, and Series 66 licenses. Daniel has previously worked at Beneficial Investment Services, Inc. and Equity Services, Inc. Daniel is a licensed investment advisor representative in the state of Utah. Daniel's current employer, Fidelity Personal and Workplace Advisors, is a registered investment advisor with the SEC and manages over $818 billion in assets.
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
UT
01/09/2019 - Present
Fidelity Personal AND Workplace Advisors (AMERICAN FORK UT)
UT
07/23/2007 - 03/03/2008
BENEFICIAL INVESTMENT SERVICES, INC. (OREM UT)
UT
05/07/2007 - 08/09/2007
EQUITY SERVICES, INC. (OREM UT)
BOTH
Issued 12/31/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/13/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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