Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maurice? Claim Your ProfileMaurice Hugh Daley is a financial advisor with Fidelity Personal And Workplace Advisors. Maurice is a registered representative and investment advisor representative with a Series 7, 63, and 65 licenses. Maurice joined the financial services industry in 2007 and has over 16 years of experience. Maurice offers a range of financial planning and investment advisory services to individuals, businesses, and charitable organizations.
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
FL
03/30/2021 - Present
Fidelity Personal AND Workplace Advisors (VERO BEACH FL)
FL
11/15/2007 - 03/07/2013
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
TX
11/15/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
FL
06/05/2007 - 09/13/2007
E*TRADE SECURITIES LLC (TAMPA FL)
IA
Issued 03/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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