Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Wheeldon is a financial advisor with Fidelity Brokerage Services LLC and has been in the industry since June 28, 2002. Amy has passed several industry exams, including the Series 7, Series 10, and Series 9 exams. Amy is registered in several states, including Florida, Kentucky, Massachusetts, Ohio, Texas, and Utah. Amy was previously registered with National Financial Services LLC.
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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KY
06/01/2015 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
07/23/2007 - 10/02/2013
NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)
KY
03/17/2000 - 12/06/2006
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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