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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 Templeton Kichline is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel has been in the industry since 1997. Daniel's firm has offices in Philadelphia, PA and Gladwyne, PA. Daniel is registered with the state of Pennsylvania and Texas. Daniel holds Series 7, 9, 10, 31, and 66 securities licenses, as well as the SIE exam. Daniel also holds the Certified Financial Planner designation. Daniel provides portfolio management for individuals and businesses, financial planning, 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.
1
2
PA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PHILADELPHIA PA)
PA
02/10/2006 - 03/31/2006
WADDELL & REED, INC. (CHADD'S FORD PA)
PA
11/03/2000 - 02/09/2006
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
MO
05/19/1997 - 11/16/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 05/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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