Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Lynn Oaks is a registered representative with Fidelity Brokerage Services LLC, a firm with over 20 years of experience. Casey has been in the financial services industry since 2019 and has a broad range of experience in the field. Casey holds multiple licenses and certifications, including Series 7TO, SIE, Series 63, Series 10, and Series 9. Casey is currently licensed in 53 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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TX
04/05/2019 - Present
Fidelity Brokerage Services LLC (KELLER TX)
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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