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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 Dawson is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Fidelity Personal AND Workplace Advisors and has previously worked with other firms including Allstate Financial Services, LLC, LPL Financial LLC, and CUSO Financial Services, L.P. Daniel holds licenses Series 63, 65, and 66 and has passed several product exams including Series 7, 31, and SIE. Daniel's areas of expertise include 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.
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2
FL
09/10/2021 - Present
Fidelity Personal AND Workplace Advisors (COCOA FL)
FL
01/27/2012 - 03/31/2021
ALLSTATE FINANCIAL SERVICES, LLC (MERRITT ISLAND FL)
FL
12/08/2009 - 05/05/2011
LPL FINANCIAL LLC (TITUSVILLE FL)
FL
03/08/2005 - 12/08/2009
CUSO FINANCIAL SERVICES, L.P. (DAYTONA BEACH FL)
IL
10/20/2003 - 07/23/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
FL
06/28/2002 - 08/28/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
12/21/2001 - 06/18/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
11/01/2000 - 05/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
03/02/1999 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
NY
06/19/1997 - 01/16/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/07/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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