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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 Kaprielian is a financial advisor with Fidelity Personal and Workplace Advisors in Greenwood Village, Colorado. Daniel has been in the financial services industry since 2020. Daniel has a Series 66, Series 63, Series 10 and Series 9 licenses. Daniel is registered with FINRA and the states of Colorado, Texas and 50 other states. Daniel also specializes in providing financial planning, educational seminars, and selection of other advisors.
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
CO
10/06/2020 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
BOTH
Issued 07/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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