Unclaimed
Alonzo Thacker is a financial advisor with over 25 years of experience in the financial services industry. Alonzo has held various roles at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Alonzo has extensive experience in the financial services industry and is licensed to provide investment advice and services in multiple states across the country.
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
10/19/2007 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
12/16/2003 - 07/10/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
04/09/1996 - 01/07/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
01/05/1996 - 04/02/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/05/1996 - 04/02/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
RI
09/17/1992 - 01/11/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 10/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2017
Series 57 - Securities Trader Exam
BC
Issued 07/11/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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