Unclaimed
Alexa Pacheco is a financial advisor at Fidelity Brokerage Services LLC. Alexa has been working in the financial services industry since January 9, 2016. Alexa is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, Series 7, and SIE licenses. Alexa has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. prior to joining Fidelity.
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
RI
06/09/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
03/08/2018 - 04/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
12/09/2014 - 04/06/2017
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
BOTH
Issued 07/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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