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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 Walker is a financial advisor at Fidelity Personal And Workplace Advisors. Daniel has been working in the financial industry since 2004 and has experience with various financial services. Daniel holds Series 63, 66, 7, 7TO, 9, 10, and SIE licenses. Daniel specializes in Retirement Planning, Estate Planning, Investment Management, Insurance, and College Savings. Daniel is registered with FINRA as a registered representative in Washington and Texas, as well as a registered investment advisor in Washington and Texas.
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
WA
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
NE
01/04/2023 - 03/28/2023
GENEOS WEALTH MANAGEMENT, INC. (LINCOLN NE)
WA
07/02/2020 - 01/04/2021
SVB WEALTH ADVISORY, INC. (Seattle WA)
CA
07/30/2015 - 12/31/2017
SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SAN FRANCISCO CA)
CA
11/29/2010 - 07/23/2015
FIDELITY BROKERAGE SERVICES LLC (PALO ALTO CA)
CA
04/25/2002 - 05/18/2010
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
MN
04/25/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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