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Joseph Leo Clancy

Fidelity Brokerage Services LLC

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About Joseph Leo Clancy

Joseph Clancy has been in the financial services industry for over 25 years. Joseph is a registered representative of Fidelity Brokerage Services LLC and is currently licensed in 53 states. Joseph has extensive experience in the financial services industry, including a previous role at National Financial Services LLC and Fidelity Investments Institutional Services Company, Inc.

Firm Information

Joseph Clancy is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Joseph Clancy’s Registration & Firm History

RI

12/20/2021 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

MA

11/08/2007 - 11/22/2021

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

MA

11/21/2006 - 10/18/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

RI

07/11/1996 - 12/31/2004

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 05/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2007

Series 24 - General Securities Principal Examination

BC

Issued 12/13/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/10/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joseph Leo Clancy.
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