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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 J. Jackson is a financial advisor with Fidelity Personal And Workplace Advisors, and has been in the industry since May 1999. Daniel J. Jackson is registered with FINRA and the state of New York, and has experience providing financial advice to a variety of clients, including individuals, families, and businesses. He specializes in financial planning, portfolio management, and retirement planning.
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
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
03/02/2006 - 11/02/2006
E*TRADE SECURITIES LLC (NEW YORK NY)
MD
03/29/1999 - 02/17/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 11/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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