professional profile
Donald Ryan Mccloskey, CFP, ChFC, CLU
Overview
Donald Ryan Mccloskey is an insurance agent, a registered representative and an investment adviser representative based in IN, with 23 years in the industry.
- Years in the industry
- 23
- States licensed
- 1
- States registered
- 7
- Carrier appointments
- 1
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 1 state
- Registered in 7 states
3 lines of authority, with every state and its dates
Firms
- Mutual Securities, Inc.Current firm
- Summit Wealth and Retirement PartnersCurrent firm
Employment history since 2002
Carriers
1 active carrier appointment
Book and practice
Firm assets under management on file
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