Unclaimed
Daniel Devries is a financial advisor with Fidelity Brokerage Services LLC. Daniel has been in the industry since January 5, 2024. Daniel has passed the Series 7TO, Series 63 and SIE exams, and is registered to provide securities advice in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Daniel is located in Durham, NC.
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.
1
2
NC
01/05/2024 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
BC
Issued 01/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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