Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jacob West is a financial advisor registered with Fidelity Personal and Workplace Advisors. Daniel has been in the industry since 2022 and holds a Series 66, Series 63, Series 7 and SIE license. Daniel is licensed in 32 states, including Missouri, Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Daniel provides financial planning, educational seminars and selection of other advisors to clients.
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.
1
2
MO
01/31/2024 - Present
Fidelity Personal AND Workplace Advisors (ST. LOUIS MO)
BOTH
Issued 11/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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