Daniel
Tamburello
Fidelity Personal And Workplace Advisors
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About this Advisor
Daniel Tamburello is a financial advisor based in Birmingham, Alabama, working with Fidelity Personal And Workplace Advisors. Daniel has previously held positions at New York Life Insurance Company, Nylife Distributors LLC, Nylife Securities LLC, Eagle Strategies LLC, Massmutual Life Insurance Co, Mml Investors Services LLC, The Prudential Insurance Company Of America, Pruco Securities, Facet Wealth, and Fidelity Investments. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama and Texas. Currently, Daniel is part of Fidelity Personal And Workplace Advisors, which operates out of Birmingham, Alabama. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
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Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Daniel Tamburello Work History
Fidelity Investments
The Prudential Insurance Company Of America
Pruco Securities
Massmutual Life Insurance Co
Mml Investors Services LLC
Facet Wealth
Nylife Securities LLC
Eagle Strategies LLC
Nylife Distributors LLC
New York Life Insurance Company
Disclosures
Please visit the SEC profile of Daniel Tamburello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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