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Liam McHale

Fidelity Brokerage Services LLC

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About Liam McHale

Liam McHale is a Financial Advisor with Fidelity Brokerage Services LLC in DURHAM, NC. Liam McHale is licensed to provide investment advice in 53 states and the District of Columbia. Liam McHale has been in the industry since April 15, 2024. Liam McHale holds the Series 7TO, Series 63, and SIE licenses.

Firm Information

Liam McHale 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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Liam McHale’s Registration & Firm History

NC

04/16/2024 - Present

Fidelity Brokerage Services LLC (DURHAM NC)

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Licenses & Designations

BC

Issued 04/26/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/04/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Liam McHale.
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