Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Walter Papadatos is a financial advisor with over 23 years of experience in the financial services industry. Daniel is currently registered with Fidelity Personal AND Workplace Advisors, and is also registered as an Investment Advisor Representative in 7 states. Daniel has a strong background in investment management, securities trading, and financial planning. Daniel's expertise is in providing investment and financial planning services to individuals, businesses, and institutions. Daniel has a broad range of knowledge of investment products and services, including stocks, bonds, mutual funds, and ETFs. Daniel is committed to helping clients achieve their financial goals.
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
CO
01/17/2024 - Present
Fidelity Personal AND Workplace Advisors (CRESTED BUTTE CO)
TX
02/14/2006 - 03/12/2007
TD AMERITRADE, INC. (FORT WORTH TX)
NE
01/25/2006 - 02/15/2006
AMERITRADE, INC. (OMAHA NE)
MA
03/31/2000 - 01/04/2006
BROWNCO, LLC (BOSTON MA)
MD
07/29/1999 - 03/27/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 01/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/27/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/08/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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