Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Veith is a financial advisor with Fidelity Brokerage Services LLC. Daniel has been in the securities industry since June 16, 2009. Daniel is licensed to sell securities in 53 states and the District of Columbia. Daniel holds the Series 7, Series 63, and Series 65 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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2
KY
03/09/2023 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
NY
03/12/2018 - 11/18/2022
VONTOBEL SECURITIES LTD. (NEW YORK NY)
NY
03/20/2017 - 02/28/2018
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
12/16/2014 - 03/23/2017
FORESIDE FUND SERVICES, LLC (New York NY)
NY
05/14/2013 - 12/31/2014
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
NY
05/01/2012 - 05/09/2013
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
10/07/2010 - 05/01/2012
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
NJ
01/23/2009 - 09/16/2010
UBS FINANCIAL SERVICES INC. (JERSEY CITY NJ)
IA
Issued 08/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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