Position:
Investment Solutions Representative at Fidelity Investments
Location:
Greater Sacramento, United States
Found email addresses for Forrest Daly:
Found phone for Forrest Daly:
Oct 2025 - Current
Jul 2025 - Current
May 2024 - Jul 2025
Oct 2023 - May 2024
Their professional focus is Attention to Detail, Customer Service, and Financial Services across 3 core areas.
Forrest holds CFA Program Level I, Series 7, and Series 66 certifications.
Bachelor of Arts - BA at California State University, Chico
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