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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 Duffey is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel is based in SOUTH WINDSOR, CT. Daniel has been a registered financial advisor since 2018 and has experience in various financial institutions like VOYA FINANCIAL ADVISORS, INC., RBC CAPITAL MARKETS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daniel holds a Series 66, SIE, and Series 7 license. Daniel provides financial planning, educational seminars, selection of other advisors, and portfolio management services.
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
CT
10/19/2021 - Present
Fidelity Personal AND Workplace Advisors (SOUTH WINDSOR CT)
CT
02/25/2020 - 09/07/2021
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
03/01/2019 - 02/26/2020
RBC CAPITAL MARKETS, LLC (GLASTONBURY CT)
CT
03/16/2018 - 02/26/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
BOTH
Issued 05/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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