Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rizk is a financial professional with experience in the industry since 2017. Daniel is currently registered with Deloitte Corporate Finance LLC and is licensed to conduct business in 14 states. Prior to joining Deloitte Corporate Finance LLC, Daniel was employed with FIDELITY BROKERAGE SERVICES LLC. Daniel holds the Series 63, 66, 7, 79TO, and SIE licenses.
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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NC
08/16/2021 - Present
Deloitte Corporate Finance LLC (CHARLOTTE NC)
VA
01/14/2015 - 04/23/2019
FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)
BC
Issued 04/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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