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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 Chaput is an investment advisor representative registered with Edward Jones. Daniel has been in the industry since 2015, and is currently located in Carbondale, CO. Daniel has passed multiple FINRA exams, including the Series 63, 66, 7, 9, 10 and SIE. Daniel is also registered with the states of Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Massachusetts, Montana, New Hampshire, New York, South Carolina, Texas, Virginia, Washington and Wisconsin. Daniel's previous experience was with Fidelity Brokerage Services LLC, which was located in Greenwood Village, CO.
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.
Guidance on pension options to ensure a secure financial future.
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.
See schedule d - miscellaneous
1
2
CO
01/14/2019 - Present
Edward Jones (CARBONDALE CO)
CO
03/28/2015 - 01/16/2019
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 08/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/10/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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