Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Antonio Escorcia is a financial advisor at Fidelity Personal And Workplace Advisors. Daniel has been in the financial services industry since March 15, 2018. Daniel has a broad range of experience, including working with individuals, corporations, and charitable organizations.
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 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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