Unclaimed
Daniel Fixler is a financial advisor currently registered with Pgim Investments LLC, based in Sudbury, Massachusetts. Daniel has been in the financial services industry since 2005. Daniel has a broad range of experience with several previous employers including John Hancock Investment Management Distributors LLC, Signator Investors, Inc., MML Investors Services, LLC, RBC Capital Markets Corporation, and Ferris, Baker Watts, LLC. Daniel holds Series 66, 24, and 7 licenses.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/20/2023 - Present
Pgim Investments LLC (Sudbury MA)
MA
10/22/2019 - 01/06/2023
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MA
11/21/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
VA
06/01/2009 - 11/19/2013
MML INVESTORS SERVICES, LLC (VIENNA VA)
DC
03/13/2009 - 04/15/2009
RBC CAPITAL MARKETS CORPORATION (WASHINGTON DC)
DC
07/18/2005 - 03/13/2009
FERRIS, BAKER WATTS, LLC (WASHINGTON DC)
NY
09/09/2004 - 07/11/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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