Daniel HungetCRD Number: 6107730
Current Firm: Fidelity Personal And Workplace Advisors
Daniel Hunget (CRD# 6107730) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Birmingham, AL and has over 5 years of experience in the finance industry.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Investments||Birmingham, AL||Jun 2016 - Current||5|
|Farmers Insurance||Pelham, AL||Jan 2016 - Jun 2016||< 1|
|Farmers Insurance||Birmingham, AL||Mar 2014 - Jan 2016||1|
|Christian Brothers Auto||Birmingham, AL||Jan 2014 - Mar 2014||< 1|
|Tavern On The Summit||Birmingham, AL||Nov 2013 - Dec 2013||< 1|
|Edward Jones||Birmingham, AL||Aug 2012 - Aug 2013||1|
|The Tavern On The Summit||Birmingham, AL||Jun 2012 - Aug 2012||< 1|
|Eagle Heights Baptist Church||Stillwater, OK||Jun 2011 - Jun 2012||1|
|Joseppi's Italian Kitchen||Stillwater, OK||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2016|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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