Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Krzywda is a registered representative with Fidelity Personal and Workplace Advisors and is a financial advisor with over 20 years of experience. Daniel Krzywda is licensed in 51 states and has been providing financial advice and investment management services since 1996. Daniel has held prior positions with Charles Schwab & Co., Inc. Daniel Krzywda offers a wide range of services including financial planning, portfolio management for individuals and businesses, and educational seminars.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
09/17/2004 - 06/13/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
02/25/1998 - 08/12/2004
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
MA
06/30/1997 - 07/14/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/31/1996 - 06/30/1997
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
BOTH
Issued 09/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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