Unclaimed
Daniel Patrick McCluskey is a financial professional with over 25 years of experience in the industry. Daniel is currently registered with Fidelity Brokerage Services LLC. Prior to this, Daniel worked for Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services, Inc. Daniel has a broad range of experience in the financial services industry and is dedicated to providing clients with personalized financial advice and investment solutions.
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
KY
11/13/2023 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
RI
05/27/1999 - 12/31/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/29/1997 - 05/10/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 12/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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