Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Keller is a financial advisor registered with Fidelity Personal AND Workplace Advisors in Hamilton, New Jersey. Daniel has been in the financial services industry since June 13, 2018. Prior to joining Fidelity Personal AND Workplace Advisors, Daniel worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pennington, New Jersey. Daniel holds the Series 7 and Series 66 licenses. Daniel also has registrations as an investment advisor representative in New Jersey and Texas. In addition to working as a financial advisor, Daniel is an Independent Contractor with Daniel Keller and assists in real estate transactions.
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
NJ
10/04/2021 - Present
Fidelity Personal AND Workplace Advisors (HAMILTON NJ)
NJ
04/20/2018 - 07/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 05/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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