Unclaimed
Brenna Joann Roe is a financial advisor at Fidelity Brokerage Services LLC, based in Jacksonville, Florida. Brenna has a broad range of experience and expertise in the financial services industry, working with a variety of clients. Brenna is committed to providing personalized financial guidance to her clients.
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
FL
10/03/2022 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 10/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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