Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kalvaitis is an investment advisor representative with Fidelity Personal And Workplace Advisors. Daniel has been in the industry since February 2021 and has a combined 53 years of experience in the securities industry. Daniel has registrations in 53 states including both broker-dealer and investment advisor registrations. Daniel has a Series 63, Series 66, Series 7TO, and SIE. Daniel is currently registered with Fidelity Personal And Workplace Advisors and previously was registered with TD Ameritrade, Inc. Daniel also provides services as an Independent Contractor for The Recreation Academy in St. Louis, MO, which involves working with children. Daniel offers advisory services including financial planning, educational seminars, and selection of other advisors.
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
MO
05/06/2024 - Present
Fidelity Personal AND Workplace Advisors (CLAYTON MO)
MO
01/27/2021 - 08/25/2021
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 04/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2024
Series 4 - Registered Options Principal Examination
BC
Issued 01/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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