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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 Dodderidge is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Daniel has been in the industry since January 21, 2000. Daniel is registered with the states of California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Louisiana, New Jersey, New York, Pennsylvania, and Vermont. Daniel is also registered with FINRA and is a member of the Securities Investor Protection Corporation (SIPC).
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
03/17/2023 - Present
Wells Fargo Advisors Financial Network, LLC (OLD GREENWICH CT)
CT
11/22/2010 - 03/17/2023
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
NY
06/01/2009 - 12/02/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
03/10/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/21/2000 - 03/08/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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