Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Meyer is a financial advisor with over 3 years of experience in the industry. Claudia is currently registered with Fidelity Brokerage Services LLC. Claudia has previously been registered with a variety of firms over their career. Claudia has passed the Series 10, Series 63, Series 7TO, Series 9, SIE exams. Claudia also holds the Series 10, Series 9 designation. Claudia specializes in brokerage services, assisting clients with investment strategies and market analysis.
UNION, KY
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
09/27/2021 - Present
Fidelity Brokerage Services LLC (UNION KY)
BC
Issued 10/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/6/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 9/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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