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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 Patterson is an investment advisor representative at Fidelity Personal and Workplace Advisors. Daniel has been in the industry since June 2012 and is registered with the Securities and Exchange Commission (SEC) and is a registered representative of FINRA. Daniel is licensed to provide investment advice and brokerage services in numerous states, including Colorado, Texas, and Massachusetts. Daniel holds a Series 66, Series 7, and SIE licenses. Daniel has experience working with individuals, corporations, and retirement plans. Daniel's primary focus is on providing financial planning, investment management, and retirement planning. Daniel is committed to providing personalized, comprehensive financial advice to help clients achieve their financial goals. Previously, Daniel has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc..
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
MA
03/20/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
01/14/2013 - 01/12/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
CT
06/08/2012 - 01/11/2013
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
BOTH
Issued 09/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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