Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Margaux Case is a financial advisor currently affiliated with Fidelity Brokerage Services LLC. Danielle has been in the securities industry for 7 years and is registered with the following: Series 7, Series 9, Series 10, Series 63 and SIE. Danielle is registered in 53 states and has been in her current role since June 15, 2015.
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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UT
06/15/2015 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 06/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/03/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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