linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Richard Kaczmarski

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 Richard Kaczmarski

Daniel Richard Kaczmarski is a financial advisor with Fidelity Brokerage Services LLC. Daniel has been in the financial services industry since 2006. Daniel holds Series 6, 7TO, 26, and 63 licenses and has been registered with the Securities and Exchange Commission (SEC) since 2015. Daniel is registered to conduct business in all 50 states. Daniel is currently located at Fidelity Brokerage Services LLC's office in Westlake, Texas.

Firm Information

Daniel Kaczmarski 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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 Kaczmarski’s Registration & Firm History

TX

03/06/2015 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

TX

10/26/2011 - 08/07/2012

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

05/29/2008 - 12/20/2011

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

TX

01/01/2008 - 03/13/2008

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

06/02/2006 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

Not sure if Daniel Richard Kaczmarski is right for you?

Licenses & Designations

BC

Issued 04/22/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/24/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Richard Kaczmarski.
Not sure if Daniel Richard Kaczmarski is right for you?