Unclaimed
Daniel Tremblay is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Fidelity Distributors Co. LLC, a leading financial services firm. Before that, Daniel worked for PYRAMIS DISTRIBUTORS CORPORATION LLC and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. Daniel holds several licenses and certifications including Series 3, 7, 24, 30, 63 and the SIE exam. Daniel is licensed to provide financial advice in all 50 states and the District of Columbia.
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
NH
05/12/2016 - Present
Fidelity Distributors Co. LLC (MERRIMACK NH)
NH
07/01/2013 - 05/12/2016
PYRAMIS DISTRIBUTORS CORPORATION LLC (MERRIMACK NH)
MA
01/01/1999 - 04/09/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (BOSTON MA)
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2024
Series 30 - NFA Branch Manager Examination
BC
Issued 08/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2024
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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