Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwyatt? Claim Your ProfileDwyatt William McClain is a registered representative with Fidelity Brokerage Services LLC, a firm based in Durham, North Carolina. Dwyatt has been in the securities industry since June 1, 1997. Prior to joining Fidelity Brokerage Services LLC, Dwyatt held positions at TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Evergreen Investment Services, Inc.. Dwyatt holds the Series 6, 7, 24, 63 and 65 licenses and the SIE exam. Dwyatt is licensed in 53 states.
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.
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NC
11/30/2021 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
NC
07/21/2011 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
08/09/2007 - 07/21/2011
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
NC
10/19/2006 - 08/13/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
04/06/2004 - 08/01/2005
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CT
10/25/2002 - 03/22/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
07/06/2000 - 04/02/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
NY
10/23/1998 - 06/23/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CT
11/13/1996 - 10/02/1998
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
06/23/1993 - 11/12/1996
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 01/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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