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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 Keith Josey is a registered investment advisor representative at Fidelity Personal and Workplace Advisors. Daniel Keith Josey has been in the financial services industry since June 19, 2016, and is licensed in Texas and registered in 53 other states. Daniel Keith Josey specializes in portfolio management for individuals and businesses, as well as financial planning and educational seminars. Daniel Keith Josey offers a range of services to clients, including fixed fees, percentage of assets, and selection of other advisors. Daniel Keith Josey works with a variety of clients, including individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 07/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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