Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fraser is a financial advisor with Commonwealth Financial Network. Daniel has been in the financial industry since 1996 and has a wide range of experience working with individuals and institutions. Daniel is registered with the state of New Hampshire and holds a Series 7, Series 6, and Series 63 license. Daniel has also earned the SIE designation. Commonwealth Financial Network is a well-respected firm with a strong reputation for providing financial advice to individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
02/12/2025 - Present
Commonwealth Financial Network (BEDFORD NH)
MA
01/01/2008 - 07/03/2024
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
12/14/2004 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
MA
12/19/1996 - 09/20/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
PA
11/16/1994 - 02/12/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Fraser is the right advisor for you? Invested Better is here to help.
