Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Lynch Frost

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Lynch Frost

Daniel Lynch Frost is a financial professional who has been active in the securities industry since March 29, 2016. Daniel Lynch Frost is currently registered with Fidelity Brokerage Services LLC and holds Series 63, Series 7, and SIE licenses. Daniel Lynch Frost is registered in Massachusetts.

Firm Information

Daniel Frost 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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Frost’s Registration & Firm History

MA

03/30/2016 - Present

Fidelity Brokerage Services LLC (WESTWOOD MA)

Not sure if Daniel Lynch Frost is right for you?

Licenses & Designations

BC

Issued 05/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Lynch Frost.
Not sure if Daniel Lynch Frost is right for you?