Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Louis Luptak is a registered representative with Fidelity Personal and Workplace Advisors. Daniel has a Series 7TO and Series 66 license. He holds licenses in 52 states and is also registered as an investment advisor representative. Daniel is active in the financial industry, currently registered with Fidelity Personal And Workplace Advisors and previously worked with Florida Atlantic University, Broken Sound Country Club, Keiser University, Palm Beach Virtual School, Boca Raton High School, Swift Stringing and Bartlett and Associates. Daniel Louis Luptak has a vast knowledge of the financial industry and specializes in providing financial advice for insurance companies, charitable organizations, high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and individuals other than high-net-worth.
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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FL
01/10/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 12/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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