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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 Thornton is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel has been working in the financial services industry since December 16, 1995, and is registered with the state of Michigan and Texas. Daniel has a wide range of experience in financial planning, portfolio management, 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.
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2
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
RI
07/25/2007 - 10/31/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MI
11/25/1998 - 07/11/2007
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
NJ
07/22/1997 - 11/18/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
11/14/1995 - 07/07/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/14/1995 - 07/07/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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