Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ciaran? Claim Your ProfileCiaran McCullaugh is a financial advisor at Fidelity Personal And Workplace Advisors. Ciaran has been in the financial industry since January 13, 2019, and has experience at both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Fidelity Personal And Workplace Advisors. Ciaran is registered with the Financial Industry Regulatory Authority (FINRA) and is a Registered Representative and Investment Advisor Representative in California and Texas. Ciaran holds the Series 7TO, Series 66, and SIE licenses and is active in both the broker-dealer and investment advisor industry. Ciaran specializes in financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (SACRAMENTO CA)
CA
01/07/2019 - 05/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
BOTH
Issued 02/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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