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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 Thomas Pierce is an investment advisor representative associated with Fidelity Personal and Workplace Advisors. Daniel has been in the industry since 2016 and holds several licenses, including Series 7, 63, 66, 9 and 10, along with the SIE. Daniel's professional experience includes working with Fidelity Brokerage Services LLC and Key Auto Company. Daniel is currently registered to provide investment advisory services in Florida, Massachusetts, South Carolina, Texas and Utah. Daniel provides a range of services for individuals and businesses including financial planning, educational seminars, portfolio management and the 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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 09/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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