Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cascallar is a financial professional with experience in the securities industry. Daniel has passed the Series 7, Series 63, Series 9 and Series 10 exams. Daniel is currently registered with Fidelity Brokerage Services LLC and is licensed in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Daniel was previously registered with Wells Fargo Clearing Services, LLC.
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.
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.
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2
UT
01/23/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
01/11/2022 - 09/07/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
BC
Issued 10/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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