Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Zackey Heidelberger is a financial professional with over 20 years of experience in the industry. Brett is currently registered with Fidelity Brokerage Services LLC in Salt Lake City, Utah. Brett is licensed to offer securities and investment advisory services in several states, including California, Florida, Montana, Utah, and Washington. Brett holds Series 7, 6, 63, and SIE licenses and has earned the right to use the title Registered Representative.
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.
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UT
04/05/2021 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
11/25/1998 - 12/31/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
BC
Issued 05/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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FINRA
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New York Stock Exchange
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