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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Daly is an investment advisor representative, associated with Fidelity Personal and Workplace Advisors. Michael has been in the industry for over 2 years and is licensed to provide investment advice in 52 states and the District of Columbia. Michael holds the Series 63 and Series 66 licenses along with the Series 7TO and SIE licenses, demonstrating his expertise in providing investment advice. Michael Daly's previous experience was with Vanguard Marketing Corporation where Michael worked as a Registered Representative. Michael has a strong track record of providing investment advice and 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.
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2
PA
01/18/2022 - Present
Fidelity Personal AND Workplace Advisors (WEST CHESTER PA)
PA
07/27/2020 - 09/30/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 01/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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