Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Becky? Claim Your ProfileBecky Lossman is a financial professional with over 16 years of experience in the industry. Becky is currently registered with Fidelity Brokerage Services LLC and holds Series 7, 9, 10, 63, and 65 licenses.
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
NC
09/27/2007 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
IA
Issued 01/31/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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