Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fitzpatrick is a financial advisor with Citizens JMP Securities, LLC in Philadelphia, PA. Daniel has been in the industry since February 19, 2006. Previously, Daniel was a financial advisor at CITIZENS CAPITAL MARKETS, CITIZENS SECURITIES, INC., RBS SECURITIES INC., BANC OF AMERICA SECURITIES LLC, and PNC CAPITAL MARKETS, INC.. Daniel has passed Series 7, 24, 63, 79 and SIE exams and is registered with FINRA and the state of Pennsylvania.
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.
1
2
PA
08/01/2023 - Present
Citizens JMP Securities, LLC (Philadelphia PA)
PA
05/16/2016 - 08/01/2023
CITIZENS CAPITAL MARKETS (Philadelphia PA)
PA
12/14/2010 - 05/16/2016
CITIZENS SECURITIES, INC. (PLYMOUTH MEETING PA)
CT
08/27/2009 - 01/27/2010
RBS SECURITIES INC. (STAMFORD CT)
NY
10/13/2006 - 12/04/2007
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
PA
02/13/2000 - 05/13/2003
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
BC
Issued 11/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Fitzpatrick is the right advisor for you? Invested Better is here to help.
