Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bolivar is an active Investment Advisor Representative and Broker. Daniel has been in the industry since January 3, 2016. He currently works for Fidelity Personal And Workplace Advisors, a firm with over 14,000 employees and over $818 billion in assets under management. Daniel is licensed to provide investment advice in 53 states and the District of Columbia. He specializes in providing financial planning, educational seminars, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Previously, Daniel worked as a broker for Merrill Lynch, Pierce, Fenner & Smith Incorporated and AXA Advisors, LLC.
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.
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2
TX
08/24/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
04/16/2019 - 06/23/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUMBLE TX)
TX
10/09/2015 - 03/11/2019
AXA ADVISORS, LLC (THE WOODLANDS TX)
BOTH
Issued 02/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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