Unclaimed
Aimee Marshall is a financial advisor currently registered with Fidelity Brokerage Services LLC. Aimee has been in the financial services industry since January 26, 2022. Aimee is licensed to provide financial advice and investment products in all 50 states, Washington D.C., Puerto Rico and the Virgin Islands. Aimee holds the Series 7TO, Series 63 and Series 9 licenses as well as the Securities Industry Essentials (SIE) exam. Aimee's first registration with the Financial Industry Regulatory Authority (FINRA) was with Fidelity Brokerage Services LLC, effective January 27, 2022.
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
UT
01/27/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 02/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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