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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 an investment advisor representative who works at Fidelity Personal and Workplace Advisors. Daniel has been in the industry for more than a year and is registered with FINRA as a registered representative. Daniel is licensed in 53 states and the District of Columbia. They offer financial planning, educational seminars, and portfolio management for both individuals and businesses. Daniel's services include selection of other advisers, portfolio management for investment companies and pooled investment vehicles. Their firm, Fidelity Personal and Workplace Advisors, has approximately $1 billion to $10 billion in assets under management.
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
NY
11/13/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
08/05/2022 - 11/01/2023
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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