Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Widrich is an investment advisor representative associated with Fidelity Personal and Workplace Advisors. Daniel has over 17 years of experience in the financial services industry. Daniel's previous employers include TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, The GMS Group, LLC, SunTrust Securities, Inc., Morgan Stanley DW Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Daniel is registered in 53 states. Daniel is a registered investment advisor representative in Texas. Daniel has passed the Series 7, Series 31, Series 63, Series 65, Series 9 and Series 10 exams. Daniel provides financial planning, educational seminars and selection of other advisors to individuals and businesses.
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
TX
10/22/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
06/11/2018 - 07/02/2020
TD AMERITRADE, INC. (Southlake TX)
FL
12/07/2006 - 05/29/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
08/23/2005 - 08/21/2006
THE GMS GROUP, LLC (BOCA RATON FL)
GA
01/13/2005 - 05/27/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
08/20/2003 - 10/14/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
07/01/2003 - 08/20/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/17/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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