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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 Milton Connelly is a financial advisor with Fidelity Personal and Workplace Advisors. Daniel has been working in the financial industry since 1997. Daniel is licensed to provide financial advice in 52 states and the District of Columbia. Daniel is a Certified Financial Planner and holds the Series 6, 7, 24 and 63 licenses. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
11/20/2012 - 11/18/2013
NEW ENGLAND SECURITIES (BOSTON MA)
MA
08/20/2008 - 10/03/2011
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
05/30/2006 - 07/29/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
CT
02/06/2006 - 05/18/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
03/02/1999 - 10/27/2005
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
ME
03/06/1997 - 12/09/1997
FIRST DATA DISTRIBUTORS, INC. (PORTLAND ME)
BC
Issued 04/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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