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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 Nicholas Tewes is a financial advisor with Fidelity Personal and Workplace Advisors, licensed to provide investment advice and services to individuals and businesses. Daniel Nicholas Tewes is a Certified Financial Planner and has over 18 years of experience in the financial services industry. Daniel Nicholas Tewes specializes in providing financial planning, investment management, and retirement planning services. Daniel Nicholas Tewes also provides educational seminars to help clients learn more about their financial options.
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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KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (VILLA HILLS KY)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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