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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 Reuben Melendez is a financial advisor with Fidelity Personal and Workplace Advisors. Daniel has over 20 years of experience in the financial services industry. Daniel is registered with the state of California to provide investment advisory services and is registered with FINRA as a registered representative. Daniel has earned the Series 6, 7, 9, 10, 26, 63 and 65 securities licenses. Daniel also holds the SIE designation. Daniel is a graduate of the University of Wisconsin-Milwaukee. In addition to his work at Fidelity, Daniel is a Sole Proprietor for Dan Melendez Coaching. Daniel provides financial and investment advisory services to individuals, businesses, and charitable organizations.
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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CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
WI
08/27/2002 - 07/20/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MN
07/08/1997 - 09/08/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/11/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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