Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Odeh is a registered representative associated with Fidelity Personal And Workplace Advisors in Durham, NC. Daniel is also registered as a representative in TX. Daniel has passed the Uniform Combined State Law Examination (Series 66). Daniel has been in the industry since August 2021. Daniel's previous experience includes roles at BROAD RIVER RETAIL, WELLS FARGO BANK, NA, and FULL TIME EDUCATION. Daniel's current firm, Fidelity Personal And Workplace Advisors, is headquartered in Boston, MA and offers financial planning, portfolio management, 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.
1
2
NC
12/12/2024 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
Active
Inactive
Not sure Daniel Odeh is the right advisor for you? Invested Better is here to help.
