Unclaimed
Daniel Reed is a financial professional with Fidelity Brokerage Services LLC. Daniel has been in the industry for over three years and holds a Series 63, Series 9, Series 10, Series 7TO, and SIE license. Daniel is registered to provide securities and investment advisory services in all 50 states, as well as Puerto Rico and the Virgin Islands.
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
FL
06/11/2021 - Present
Fidelity Brokerage Services LLC (ELKTON FL)
BC
Issued 06/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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