Unclaimed
Shaun Patrick Daylor is a financial professional with over 15 years of experience in the industry. Shaun has been registered with Fidelity Brokerage Services LLC since 2012 and previously worked with Fidelity Investments Institutional Services Company, Inc. Shaun holds a variety of licenses including Series 6, 7, 9, 10, 24, and 63. Shaun is currently registered in Massachusetts, Rhode Island, Texas, and Utah and has a strong track record of providing comprehensive financial advice to clients.
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
MA
02/22/2012 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
RI
01/01/2008 - 07/09/2009
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
03/24/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
BC
Issued 12/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/22/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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