Unclaimed
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.
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
TX
07/31/2023 - Present
Fidelity Brokerage Services LLC (AUSTIN TX)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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