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Brett Caleb Trainor

Fidelity Brokerage Services LLC

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About Brett Caleb Trainor

Brett Caleb Trainor is a registered representative with Fidelity Brokerage Services LLC and holds a Series 7, Series 63, and SIE license. Brett has been in the securities industry for over two years. He is registered in all 50 states and the District of Columbia. Brett is a dedicated financial professional focused on providing individual investors with personalized investment advice.

Firm Information

Brett Trainor 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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Brett Trainor’s Registration & Firm History

MA

06/12/2023 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 01/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/17/2022

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 Brett Caleb Trainor.
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