Unclaimed
Daniel Paul Hardesty is an active financial advisor registered with Fifth Third Securities, Inc. in Charlotte, NC. Daniel has been working in the financial industry since 2018. He is licensed to offer investment products and services in North Carolina. Daniel has earned the Series 79, Series 63 and SIE licenses. Daniel's prior employment includes Deloitte Corporate Finance LLC in Charlotte, NC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
NC
10/27/2021 - Present
Fifth Third Securities, Inc. (CHARLOTTE NC)
NC
08/14/2018 - 09/17/2021
DELOITTE CORPORATE FINANCE LLC (CHARLOTTE NC)
BC
Issued 5/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/14/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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