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Daniel Jesus Guevara

Fidelity Brokerage Services LLC

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About Daniel Jesus Guevara

Daniel Guevara is a registered representative with Fidelity Brokerage Services LLC. Daniel holds the Series 7TO, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Daniel is currently registered in 21 states, including Texas, California, and New York.

Firm Information

Daniel Guevara is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Daniel Guevara’s Registration & Firm History

TX

07/31/2023 - Present

Fidelity Brokerage Services LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 02/21/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Jesus Guevara.
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