Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Chapman is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel has been working in the financial industry since 2008. Daniel has a broad range of experience in the industry with previous roles at Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments and Wachovia Securities, LLC. Daniel holds Series 6, 7, 63, and 65 securities licenses and the SIE exam. Daniel is registered to provide investment advisory services in Pennsylvania and Texas.
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
PA
06/09/2022 - Present
Fidelity Personal AND Workplace Advisors (CENTER VALLEY PA)
PA
03/19/2015 - 04/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONSHOHOCKEN PA)
PA
07/02/2014 - 03/11/2015
WELLS FARGO ADVISORS, LLC (DEVON PA)
PA
01/30/2009 - 04/21/2014
PNC INVESTMENTS (AMBLER PA)
PA
09/10/2007 - 11/05/2008
WACHOVIA SECURITIES, LLC (EAST NORRITON PA)
IA
Issued 01/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Daniel Chapman is the right advisor for you? Invested Better is here to help.
