Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Roy is a financial professional with extensive experience in the industry. Daniel is registered with Principal Advised Services and has held previous positions with Fidelity Brokerage Services LLC and State Farm VP Management Corp. Daniel offers investment advice to Principal retirement plan participants, and has held roles at Principal Bank and Michael Nickas Insurance Agency. Daniel is dedicated to providing comprehensive financial guidance to his clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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FL
11/05/2024 - Present
Principal Advised Services (JACKSONVILLE FL)
FL
04/18/2024 - 08/29/2024
STATE FARM VP MANAGEMENT CORP. (Jacksonville FL)
FL
08/25/2022 - 11/02/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 12/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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