Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cazac is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel has been in the financial services industry since July 2, 2009. Daniel is a Certified Financial Planner and has a Series 63, Series 66 and Series 7 license. Daniel is registered in 53 states and District of Columbia. Daniel has worked at Fidelity Personal And Workplace Advisors since July 2021. Prior to that, Daniel worked at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., Chase Investment Services Corp., and Edward Jones.
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
10/08/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
09/26/2014 - 11/18/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/05/2012 - 09/15/2014
CHARLES SCHWAB & CO., INC. (DALLAS TX)
TX
01/12/2010 - 08/16/2012
CHASE INVESTMENT SERVICES CORP. (WACO TX)
TX
02/14/2008 - 06/24/2009
EDWARD JONES (WEST TX)
BC
Issued 10/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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