Unclaimed
Daniel Merrell has been in the securities industry since August 2004 and is currently registered with Fidelity Brokerage Services LLC. Daniel has a Series 63, Series 7, Series 9, and Series 10 license and is registered in 53 states. Daniel's branch office is located in Salt Lake City, Utah at 49 North 400 West.
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
08/09/2004 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 08/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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