Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Daniell is a registered representative with Fidelity Brokerage Services LLC. Jacob has been in the securities industry since October 15, 2023. Jacob has passed the Series 7TO, Series 63 and SIE exams. Jacob is licensed in all 50 states.
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.
1
2
TX
10/16/2023 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 11/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jacob Daniell is the right advisor for you? Invested Better is here to help.
