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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 H Chane is an Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Daniel has been in the industry since March 19, 2010, and is registered in 17 states. Daniel is a Series 66, Series 7, Series 9, and Series 10 licensee and has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Comerica Securities, Wells Fargo Investments, LLC, and Fidelity Investments.
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
CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (DUBLIN CA)
CA
09/22/2011 - 09/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
11/05/2010 - 08/22/2011
COMERICA SECURITIES (SAN JOSE CA)
CA
03/24/2009 - 01/12/2010
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
BOTH
Issued 04/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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