Unclaimed
Michael McElroy is a financial professional with over 30 years of experience in the financial services industry. Michael currently holds a Series 63, 51, 24, 52TO, SIE and Series 7 licenses. Michael is registered with Fidelity Distributors Co. LLC, Fidelity Brokerage Services LLC and National Financial Services LLC. Michael previously worked for Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services, Inc. Michael is also registered as a broker-dealer in Massachusetts.
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
MA
02/28/2023 - Present
Fidelity Distributors Co. LLC (BOSTON MA)
MA
08/15/1995 - 06/12/2015
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (BOSTON MA)
RI
03/08/1993 - 08/15/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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