Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph McCarthy is a registered representative with Fidelity Personal And Workplace Advisors, a large financial firm with offices nationwide. Daniel is a licensed advisor in Illinois and Texas, and is also a registered representative. Daniel's career includes experience with various companies, including Elara Engineering, Fidelity Investments and Penco Electric. Daniel has been in the financial industry since June 2024 and has a license to sell securities. Daniel can provide various financial services to individual and institutional clients, including financial planning, education seminars and selection of other advisors. Daniel is based in the Highland Park, IL office.
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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IL
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
Active
Inactive
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