Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Reese is a financial advisor with Fidelity Personal AND Workplace Advisors. Bart has been in the industry since 2001. Bart is registered with FINRA and the state of Texas as a Registered Representative and with the state of Utah as an Investment Adviser Representative. Bart is also licensed in 51 states as a Broker. Bart has a Series 6, Series 7 and Series 63 license and holds the SIE and Series 65 exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
08/29/2018 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
06/19/2017 - 07/31/2018
ONEAMERICA SECURITIES, INC. (LAYTON UT)
UT
08/19/2010 - 12/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (NORTH SALT LAKE UT)
UT
01/01/2008 - 03/10/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
10/25/1999 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
IA
Issued 11/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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