Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Danielson is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered with Vanguard Advisers, Inc., and has previously held positions at several other firms, including Chase Investment Services Corp., MetLife Securities Inc., and Fidelity Brokerage Services LLC. John holds Series 6, 7, 63, 66, and SIE licenses. John specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. John is committed to providing personalized financial advice to help 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.
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
TX
05/20/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
IL
03/17/2004 - 01/07/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
05/07/2003 - 11/11/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/07/2003 - 11/11/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
RI
05/30/1991 - 11/01/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
06/10/1988 - 02/08/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
11/17/1983 - 12/16/1986
FIDELITY DISTRIBUTORS CORPORATION
BOTH
Issued 05/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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