Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Molineaux is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel has been in the financial services industry since 2012. His current registrations include Series 63, Series 66, and Series 7 licenses. He is also registered in 51 states and 2 jurisdictions. Daniel is dedicated to providing financial planning and portfolio management services to individuals, businesses, 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
NH
10/14/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
FL
04/05/2018 - 07/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
FL
03/02/2018 - 03/16/2018
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
FL
05/19/2016 - 03/07/2018
SCOTTRADE, INC. (SARASOTA FL)
CO
08/19/2015 - 05/17/2016
PRESIDENTIAL BROKERAGE, INC. (GREENWOOD VILLAGE CO)
NY
01/09/2002 - 06/07/2002
QUICK & REILLY, INC. (NEW YORK NY)
MA
06/01/1999 - 12/01/2000
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
DC
01/05/1999 - 05/28/1999
RIGGS INVESTMENT CORP. (WASHINGTON DC)
CA
08/21/1997 - 01/14/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 08/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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