Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wesley adkins Sprague is a financial advisor in Columbus, Ohio. Daniel Sprague is a registered representative of Fidelity Personal AND Workplace Advisors and has been in the industry since March 2015. Daniel Sprague has passed the Series 6, Series 7TO, Series 63 and SIE exams. Daniel Sprague is also a CERTIFIED FINANCIAL PLANNER™. Daniel Sprague is licensed to provide investment advice in 43 states and the District of Columbia.
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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OH
05/19/2023 - Present
Fidelity Personal AND Workplace Advisors (COLUMBUS OH)
OH
03/17/2015 - 08/24/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 03/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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