Unclaimed
Britany Lee is a financial professional registered with Fidelity Brokerage Services LLC. Britany has been in the industry since 2020 and is licensed to offer securities and investment advice in multiple states. Her previous experience includes working at GWFS Equities, Inc.
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.
1
2
NH
04/12/2023 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
MA
07/02/2020 - 10/26/2021
GWFS EQUITIES, INC. (ANDOVER MA)
BC
Issued 07/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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