Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forrest? Claim Your ProfileForrest Daly is a financial professional with over 15 years of experience in the industry. Forrest is currently registered with Fidelity Brokerage Services LLC. Previously, Forrest was associated with EQUITABLE ADVISORS, LLC. Forrest holds FINRA Series 7, Series 66, and SIE licenses. Forrest is registered to conduct securities business in all 50 states, as well as Puerto Rico and the Virgin Islands.
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
RI
07/09/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
CA
11/07/2023 - 05/30/2024
EQUITABLE ADVISORS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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