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Brenna Joann Roe

Fidelity Brokerage Services LLC

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About Brenna Joann Roe

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.

Firm Information

Brenna Roe is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Brenna Roe’s Registration & Firm History

FL

10/03/2022 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Brenna Joann Roe.
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