Unclaimed
Brittanie Acacia Stepp is a financial advisor registered with Fidelity Brokerage Services LLC. Brittanie has been in the financial services industry since May 2020 and holds Series 7, 9, 10, 63, and SIE licenses. Brittanie is registered with the states of Colorado, Massachusetts, Texas and Utah.
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
CO
05/29/2020 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 06/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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