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Caitlin Foster Poole

Fidelity Brokerage Services LLC

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About Caitlin Foster Poole

Caitlin Foster Poole is a financial advisor with Fidelity Brokerage Services LLC, a firm that provides investment and financial services to individuals and businesses. Caitlin has been in the financial services industry since February 2022. She holds Series 7TO, Series 63 and SIE licenses. Her office is located in Merrimack, NH.

Firm Information

Caitlin Poole is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Caitlin Poole’s Registration & Firm History

NH

02/07/2022 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

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Licenses & Designations

BC

Issued 02/14/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Caitlin Foster Poole.
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