Daniel Fordice, financial advisor Newtown Square PA
90 score

Daniel Fordice

CRD Number: 6080880
Current Firm: Msi Financial Services, Inc.

Daniel Fordice (CRD# 6080880) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Newtown Square, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Newtown, PA Jan 2015 - Current 1
New England Securities Newtown Square, PA Apr 2013 - Current 3
Unemployed Raleigh, NC Dec 2012 - Apr 2013 < 1
Univ. Of Alabama Tuscaloosa, AL Aug 2010 - Dec 2012 2
Chik-fil-a Tuscaloosa, AL Feb 2011 - Oct 2012 1
Cfg Newtown Square, PA Jun 2012 - Aug 2012 < 1
Chick-fil-a Raleigh, NC Feb 2006 - Aug 2011 5
Unemployed Tuscaloosa, AL Aug 2010 - Feb 2011 < 1
Vera Italia Raleigh, NC Apr 2010 - Aug 2010 < 1
Nc State University Raleigh, NC Aug 2008 - Jul 2010 1
Kroger Raleigh, NC Aug 2009 - Feb 2010 < 1
Millbrook High School Raleigh, NC Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Daniel J. Fordice
Phone Number: 800-638-8378
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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