Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dibiase is an investment advisor representative with Fidelity Personal And Workplace Advisors. Daniel has been in the industry since 2019 and has Series 7TO, SIE, 63, and 66 licenses. Daniel holds a FINRA registration and has been approved to do business in 17 states. Daniel is also involved in real estate investing as a managing member of PINE LAKE INVESTMENTS LLC and a sole member of Black Bass Holdings. In addition to working as an investment advisor, Daniel is a partner at The Sovereign Entrepreneur.
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
CA
10/13/2022 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
04/09/2019 - 04/22/2022
NYLIFE SECURITIES LLC (LOS ANGELES CA)
BOTH
Issued 07/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Daniel Dibiase is the right advisor for you? Invested Better is here to help.
