Unclaimed
Cass Brannen is a financial professional associated with Fidelity Brokerage Services LLC. Cass holds Series 7TO, Series 63 and SIE licenses. Cass is registered in 53 states and the District of Columbia. Cass has been in the financial industry for less than 1 year.
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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2
KY
08/07/2023 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 08/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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