Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ortiz is a registered representative with Fidelity Brokerage Services LLC. Brian has passed the Series 7TO, Series 63, and SIE exams. Brian is licensed in 53 states and the District of Columbia. Brian joined Fidelity Brokerage Services LLC in 2023.
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
05/01/2023 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 05/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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