Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gunderson is a financial advisor with Fidelity Personal AND Workplace Advisors, a firm that manages between $1 billion and $10 billion in assets. Daniel Gunderson is a Certified Financial Planner® professional with over 13 years of experience in the industry. Daniel Gunderson has a background in both brokerage services and investment advising. Daniel Gunderson holds the Series 63, 66, 7, 9, 10 and SIE licenses and is registered in 22 states.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 02/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Daniel Gunderson is the right advisor for you? Invested Better is here to help.
