Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Lynne Wilkerson is a financial professional with Fidelity Brokerage Services LLC. Casey has been in the financial industry since 2006. Casey is registered with FINRA and holds Series 6, 7, 63 and SIE licenses. Casey has been registered to sell securities in 53 states and districts.
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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KY
05/21/2021 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
09/22/2006 - 04/23/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 06/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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