Unclaimed
Sharisma Daniel is a registered representative with Fidelity Brokerage Services LLC, a firm that is NOT IN SCOPE for the Investment Advisor’s Act. Sharisma Daniel has been in the financial services industry for approximately 6 months. She is registered with the state of Florida and holds the Series 7TO, Series 63, and SIE exams. Sharisma Daniel is registered in 53 states and territories.
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
FL
10/24/2022 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 11/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Sharisma Daniel is the right advisor for you? Invested Better is here to help.