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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 Neuenfeldt is a financial advisor working with Fidelity Personal And Workplace Advisors. Daniel has worked in the financial industry since September 2014. Daniel has held various positions at other firms before joining Fidelity Personal And Workplace Advisors. Daniel holds licenses to provide financial advice and sell securities in all 50 states, the District of Columbia, and Puerto Rico. Daniel is a Registered Representative and Investment Advisor Representative. Daniel has a strong background in financial planning and portfolio management. Daniel is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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
10/04/2021 - Present
Fidelity Personal AND Workplace Advisors (KATY TX)
ID
08/02/2019 - 12/31/2020
FBL MARKETING SERVICES, LLC (Moscow ID)
ID
01/23/2015 - 05/02/2019
WADDELL & REED (BOISE ID)
WA
09/23/2014 - 01/07/2015
EDWARD JONES (AIRWAY HEIGHTS WA)
BOTH
Issued 10/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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