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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 Shapero is a financial advisor currently associated with Fidelity Personal And Workplace Advisors. Daniel has over 13 years of experience in the financial services industry. Daniel is registered as a securities broker in Massachusetts, New Jersey, Pennsylvania, Texas and Utah and also an investment advisor in Pennsylvania and Texas. Daniel holds several licenses and certifications including Series 6, 7, 10, 63 and 66, and is also a Certified Financial Planner. Daniel's areas of specialization include financial planning, portfolio management for individuals and businesses and educational seminars.
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
PA
06/15/2023 - Present
Fidelity Personal AND Workplace Advisors (VILLANOVA PA)
PA
01/06/2023 - 05/18/2023
MORGAN STANLEY (West Conshohocken PA)
PA
05/12/2017 - 05/18/2023
E*TRADE SECURITIES LLC (West Conshohocken PA)
PA
10/29/2013 - 05/08/2017
PNC INVESTMENTS (BLUE BELL PA)
PA
09/29/2010 - 10/09/2013
WELLS FARGO ADVISORS, LLC (EXTON PA)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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