Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Fitzgerald is a financial advisor with over 30 years of experience in the industry. Daniel has been registered with Fidelity Personal And Workplace Advisors since July 2018 and has previously worked for The Dreyfus Service Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is also a Certified Financial Planner™. Daniel's expertise is in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
08/21/1996 - 07/11/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
02/22/1996 - 08/20/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
09/07/1995 - 02/06/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NY
05/17/1990 - 06/16/1995
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 2/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/5/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/28/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/5/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/23/1993
Series 7 - General Securities Representative Examination
BC
Issued 4/5/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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