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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Escorcia is a financial advisor with Fidelity Personal And Workplace Advisors. Daniel has been in the financial services industry since 2017. Daniel holds Series 7, 63, and 65 licenses and has been registered with FINRA since 2017. Daniel is also a registered investment advisor in multiple states. Previously, Daniel has worked with a variety of financial firms including T. Rowe Price Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc. Daniel provides financial planning, educational seminars, and portfolio management for individuals and businesses.
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
CA
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
CA
07/06/2022 - 02/28/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
NV
03/09/2020 - 05/10/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)
NV
02/12/2019 - 03/17/2020
CHARLES SCHWAB & CO., INC. (Reno NV)
NV
09/21/2017 - 11/16/2018
FIDELITY BROKERAGE SERVICES LLC (RENO NV)
IA
Issued 5/1/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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