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Danielle Marie Charpentier

Fidelity Brokerage Services LLC

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About Danielle Marie Charpentier

Danielle Marie Charpentier is a financial professional with over two decades of experience in the industry. Danielle has been registered with Fidelity Brokerage Services LLC since January 26, 2001. Danielle previously worked with National Financial Services LLC in Boston, Massachusetts. Danielle has passed a number of securities exams including the Series 7, Series 63, Series 66, Series 9, and Series 10. Danielle is currently registered with FINRA and holds her Series 7, Series 63, Series 66, Series 9, and Series 10 licenses. Danielle is located at the Fidelity Brokerage Services LLC office in Merrimack, New Hampshire.

Firm Information

Danielle Charpentier 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.

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Danielle Charpentier’s Registration & Firm History

NH

01/26/2001 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

MA

03/06/2003 - 08/01/2003

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 05/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/29/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/11/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Danielle Marie Charpentier.
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