Daniel Shaheen (CRD# 7421688) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Broomfield, CO and has over 2 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Denver, CO | Jul 2021 - Current | 2 |
| Wesleyan University | Tupper Lake, NY | Feb 2021 - May 2021 | < 1 |
| University Of Missouri | Tupper Lake, NY | Oct 2020 - Feb 2021 | < 1 |
| Unemployed | Tupper Lake, NY | Feb 2020 - Oct 2020 | < 1 |
| Adirondack Store & Gallery, Inc. | Lake Placid, NY | Mar 2019 - Feb 2020 | < 1 |
| Wesleyan University | Middletown, CT | Sep 2015 - Dec 2018 | 3 |
| Procon.org | Santa Monica, CA | Jun 2018 - Aug 2018 | < 1 |
| Franklin County Supreme And County Court | Malone, NY | Jun 2017 - Aug 2017 | < 1 |
| Southern Franklin County Assistant District Attorney's Office | Tupper Lake, NY | Jan 2017 - Jan 2017 | < 1 |
| Shaheen's Iga | Tupper Lake, NY | May 2011 - Sep 2016 | 5 |
| Tupper Lake Middle High School | Tupper Lake, NY | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CO
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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