Unclaimed
Amy McLean is a registered representative with Fidelity Brokerage Services LLC. Amy has been in the financial industry for more than 10 years, and holds Series 7, 9, 10, 99TO, and SIE licenses. Amy is also registered with FINRA. Amy previously worked at Fidelity Investments Institutional Services Company, Inc. and currently works out of the Boston, MA office.
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.
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2
MA
02/26/2013 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
RI
08/02/2012 - 01/11/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 01/30/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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New York Stock Exchange
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