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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 Weber is a financial advisor at Fidelity Personal And Workplace Advisors in Boston, MA. Daniel has been in the industry since 2011 and is licensed in 51 states as well as Texas where Daniel also holds an investment advisor representative registration. Daniel has passed Series 63, Series 66, Series 7 and the SIE exams. Fidelity Personal And Workplace Advisors is a large firm with approximately $1 trillion to $10 trillion in assets under management. The firm provides a wide range of financial services including financial planning, portfolio management, and educational seminars. Daniel is a specialist in retirement planning, college savings, and wealth management.
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
MA
07/06/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 07/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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