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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 Aulicino is a financial advisor with Fidelity Personal And Workplace Advisors based in Austin, Texas. Daniel has been in the financial services industry since June 2007. Daniel has a strong background in financial planning and portfolio management, and is committed to providing personalized advice and guidance to help clients achieve their financial goals. Fidelity Personal And Workplace Advisors is a firm that provides comprehensive financial planning and investment management services to individuals and families. Fidelity Personal And Workplace Advisors is known for its wide range of investment options and its commitment to providing clients with excellent customer service.
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
TX
06/23/2020 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
TX
05/12/2016 - 11/05/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (AUSTIN TX)
CA
05/27/2011 - 04/25/2016
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
03/30/2010 - 05/10/2011
CITIGROUP GLOBAL MARKETS INC. (SOUTH SAN FRANCISCO CA)
CA
02/05/2007 - 05/28/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN MATEO CA)
CA
01/20/2006 - 01/12/2007
TD AMERITRADE, INC. (SAN FRANCISCO CA)
NY
06/03/2005 - 01/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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