Forrest Daly

Forrest Daly: Email & Phone Number

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Investment Solutions Representative at Fidelity Investments|Greater Sacramento, United States

Position:

Investment Solutions Representative at Fidelity Investments

Location:

Greater Sacramento, United States

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Last updated: 2026-05-24
Updated: 2026-05-24

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Work Experience 3 years

Investment Solutions Representative at Fidelity Investments

Oct 2025 - Current

Client Support Specialist II at Fidelity Investments

Jul 2025 - Current

High Net-Worth Service Associate at Fidelity Investments

May 2024 - Jul 2025

Investment Advisor at Equitable Advisors

Oct 2023 - May 2024

Forrest Daly started working in 2023, then the employee has changed 1 company and 3 jobs. On average, Forrest Daly works for one company for 10 months.

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.

Education

Bachelor of Arts - BA at California State University, Chico

Frequently Asked Questions

What is Forrest Daly's email address?

SignalHire found a verified business email address for Forrest Daly: f****y@fidelity.com.

What is Forrest Daly's phone number?

SignalHire found a verified phone number for Forrest Daly: +1-***-***-4013.

How do I contact Forrest Daly at Fidelity Investments?

You can reach Forrest Daly through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Forrest Daly's professional background?

Forrest Daly has 3 years of professional experience. They have held roles including Client Support Specialist II, High Net-Worth Service Associate, and Investment Advisor at companies such as Fidelity Investments, Fidelity Investments, and Equitable Advisors. Their education includes Bachelor of Arts - BA from California State University, Chico.

Is Forrest Daly's contact information up to date?

Yes. Forrest Daly's SignalHire profile was last updated on 24 May 2026, reflecting their current position as Investment Solutions Representative at Fidelity Investments in Boston, MA, United States.

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