Unclaimed
Brian Sheridan is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Fidelity Brokerage Services LLC and has been with the firm since 2008. Prior to joining Fidelity, Brian was with FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. for 10 years. Brian's experience includes a broad range of financial products and services. Brian is licensed in all 50 states and the District of Columbia.
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
09/22/1997 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 12/07/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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