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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 Dwyer is a financial advisor with Fidelity Personal And Workplace Advisors, located in Greenville, Delaware. Daniel has been in the industry since September 4, 2018 and has a Series 7TO, 6, 63, and 66 license. Daniel specializes in financial planning and investment management, and he provides services to individuals, high-net-worth individuals, corporations, and pension plans. Daniel holds active registrations with the state of Delaware and Pennsylvania as an investment advisor representative. In addition to his registration as an investment advisor representative, Daniel is also registered as a broker-dealer with FINRA. Daniel also holds registrations with the state of 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
DE
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (GREENVILLE DE)
PA
07/12/2018 - 03/25/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 08/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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