Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Daly is a financial advisor with over 6 years of experience in the industry. Jennifer is currently registered with Fidelity Brokerage Services LLC. Jennifer has previously been registered with HORAN SECURITIES, INC.. Jennifer has passed the Series 6, Series 63, Series 7TO, SIE exams. Jennifer also holds the no known designation. Jennifer specializes in brokerage services, assisting clients with investment strategies and market analysis.
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
KY
02/15/2022 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
OH
05/31/2018 - 01/03/2022
HORAN SECURITIES, INC. (CINCINNATI OH)
BC
Issued 11/8/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/2/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/31/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jennifer Daly is the right advisor for you? Invested Better is here to help.
