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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 Hamilton is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with over $1 trillion in assets under management. Daniel is a registered investment advisor in 52 states and the District of Columbia, and he is also a registered representative of Fidelity Brokerage Services LLC. He is a Series 6, 7, and 66 licensed advisor. Daniel's experience includes providing financial advice to individuals and businesses, including retirement planning, college savings, and investment management. He also offers educational seminars on various financial topics. Daniel is committed to helping clients reach their financial goals through personalized financial planning and investment strategies.
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
UT
01/13/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
FL
08/06/2012 - 01/16/2019
FIDELITY BROKERAGE SERVICES LLC (FT. LAUDERDALE FL)
UT
04/08/2010 - 06/03/2011
CHASE INVESTMENT SERVICES CORP. (SALT LAKE CITY UT)
UT
11/20/2001 - 06/10/2008
ALLSTATE FINANCIAL SERVICES, LLC (MIDVALE UT)
BOTH
Issued 08/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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