Daniel McAtamney (CRD# 7156134) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 3 years of experience in the finance industry.
CRD# 4927658
Claro Advisors, LLC
CRD# 4999983
Fidelity Personal And Workplace Advisors
CRD# 4999910
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock Investment Management Distributors LLC | Boston, MA | Jul 2019 - Current | 4 |
| John Hancock | Boston, MA | Jul 2019 - Current | 4 |
| Illegale Petes | Tempe, AZ | Aug 2018 - Current | 5 |
| Collabera | Tempe, AZ | Jun 2018 - Aug 2018 | < 1 |
| Sushi Garden | Tucson, AZ | Feb 2015 - Jun 2018 | 3 |
| Harkins Theatres | Scottsdale, AZ | Oct 2011 - Feb 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- GA
- MA
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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