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Brett Lanni

Fidelity Brokerage Services LLC

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About Brett Lanni

Brett Lanni is a financial professional with Fidelity Brokerage Services LLC, a firm with a focus on brokerage services. Brett has a Series 7TO and SIE license, along with a Series 63 license for state securities laws. Brett is registered to sell securities in 53 states and territories.

Firm Information

Brett Lanni 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 Lanni’s Registration & Firm History

RI

12/05/2023 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 12/19/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/26/2023

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 Lanni.
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