Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph John paul Donnelly is a registered representative with Fidelity Brokerage Services LLC. Joseph has been in the securities industry since 2007. Joseph holds the following licenses: Series 6, Series 7, Series 63 and Series 66. Joseph is currently registered with Fidelity Brokerage Services LLC and is located in DURHAM, NC. Joseph was previously registered with FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. in MERRIMACK, NH.
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
NC
09/21/2016 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
NC
01/01/2008 - 06/17/2016
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
NH
02/21/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
BOTH
Issued 03/26/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Joseph Donnelly is the right advisor for you? Invested Better is here to help.
