Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Perez is a registered representative with Fidelity Personal And Workplace Advisors. Daniel is active in both the Broker-Dealer and Investment Advisor industries. Daniel has been in the industry for several years and has a proven track record of success. Daniel is committed to providing clients with personalized financial advice and helping them reach their financial goals. Daniel is registered to provide investment advice and securities in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Virginia, Washington, and Wisconsin.
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
CA
03/01/2024 - Present
Fidelity Personal AND Workplace Advisors (SACRAMENTO CA)
BOTH
Issued 07/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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