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Bret E Stailey

Fidelity Brokerage Services LLC

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About Bret E Stailey

Bret Stailey is a financial professional with over 15 years of experience in the industry. Bret is currently registered with Fidelity Brokerage Services LLC and holds a Series 63, Series 7, Series 9 and Series 10 licenses. Bret Stailey is registered with the State of Florida and 52 other states. Bret has a strong background in securities and investment products.

Firm Information

Bret Stailey 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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Bret Stailey’s Registration & Firm History

FL

12/14/2007 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 01/23/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/22/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Bret E Stailey.
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