Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Monson is a financial advisor with Fidelity Brokerage Services LLC. Daniel has been in the financial services industry since February 4, 2019 and holds Series 7TO, Series 63, Series 9 and Series 10 licenses. He is registered with the Financial Industry Regulatory Authority (FINRA) and is registered to provide investment advice in 53 states, including Texas.
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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TX
02/05/2019 - Present
Fidelity Brokerage Services LLC (HASLET TX)
BC
Issued 02/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/17/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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