Unclaimed
Brian Fitzgerald is a financial professional with over 30 years of experience in the securities industry. Brian is currently registered with Fidelity Brokerage Services LLC and has been with them since 2008. Prior to that, Brian worked at Fidelity Investments Institutional Services Company, Inc. Brian holds a Series 6, Series 7, and Series 63 license and has a strong track record of success in helping clients achieve their financial goals. Brian is licensed in 20 states and can provide financial advice to individuals and families across the country.
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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2
KY
01/01/2008 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
09/14/1993 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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