Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Roth Levene is a financial advisor with Fidelity Personal and Workplace Advisors. Daniel has been working in the financial industry since 1993. Daniel is registered with the Securities and Exchange Commission (SEC) and with the following states: Florida, Massachusetts, Nevada, New Jersey, New York, and Texas. Daniel is a Registered Representative of Fidelity Brokerage Services LLC. Prior to joining Fidelity Personal and Workplace Advisors, Daniel worked at Fidelity Brokerage Services LLC, Hanson McClain Securities, ALPS Distributors, Inc., BrokersXpress LLC, JHS Capital Advisors, Inc., Pointe Atlantic, Great Eastern Securities, Inc., Salomon Grey Financial Corporation, Sterling Financial Investment Group, Inc., UBS Financial Services Inc., Deutsche Bank Securities Inc., DB Alex. Brown LLC, JWGenesis Securities, Inc., Stanford Group Company, Prudential Securities Incorporated, and Greenway Capital Corp.
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
FL
03/27/2023 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
08/13/2014 - 02/02/2021
FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)
CA
01/13/2014 - 01/29/2014
HANSON MCCLAIN SECURITIES (FOLSOM CA)
CA
04/29/2013 - 12/31/2013
ALPS DISTRIBUTORS, INC. (FOLSOM CA)
FL
07/21/2010 - 08/24/2012
BROKERSXPRESS LLC (BOCA RATON FL)
FL
06/08/2004 - 04/12/2010
JHS CAPITAL ADVISORS, INC. (BOCA RATON FL)
FL
04/06/2006 - 08/03/2007
POINTE ATLANTIC (BOCA RATON FL)
NY
11/21/2006 - 01/03/2007
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
TX
02/09/2006 - 02/17/2006
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
FL
06/01/2005 - 11/11/2005
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
FL
08/21/2003 - 04/19/2004
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
NJ
07/30/2002 - 08/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/13/2001 - 08/06/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/22/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
FL
03/31/1999 - 09/14/2000
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
TX
11/06/1997 - 04/01/1999
STANFORD GROUP COMPANY (HOUSTON TX)
NY
06/30/1992 - 11/19/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/20/1992 - 06/30/1992
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
IA
Issued 08/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/1998
Series 4 - Registered Options Principal Examination
BC
Issued 03/17/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/11/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1994
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Daniel Levene is the right advisor for you? Invested Better is here to help.
