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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 Braun is a financial advisor who has been in the industry since 2016. Daniel is currently registered with Fidelity Personal And Workplace Advisors. Daniel has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Daniel specializes in financial planning and portfolio management. Daniel holds the Series 6, 7, 63 and 65 securities licenses, as well as the SIE designation.
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
09/02/2020 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
10/27/2017 - 08/24/2020
PRUCO SECURITIES, LLC. (HOUSTON TX)
TX
06/17/2016 - 10/02/2017
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
IA
Issued 03/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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