Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Ann Rota is a registered representative with Fidelity Brokerage Services LLC. Cassidy has been in the securities industry since May 2022 and holds the Series 7TO and SIE exams. Fidelity Brokerage Services LLC is a brokerage firm that provides a wide range of financial services to individual and institutional clients.
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
MA
05/23/2022 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
BC
Issued 05/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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