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Corie Anne Lusch

Fidelity Brokerage Services LLC

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About Corie Anne Lusch

Corie Anne Lusch is a financial professional with over 6 years of experience in the securities industry. Corie is currently registered with Fidelity Brokerage Services LLC. She is licensed to sell securities in Kentucky, Massachusetts, Ohio, Texas and Utah. Her primary office location is in Covington, KY. Corie holds licenses for Series 63, Series 7, Series 9, Series 10 and SIE exams.

Firm Information

Corie Lusch is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Corie Lusch’s Registration & Firm History

KY

07/11/2016 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 06/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/14/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Corie Anne Lusch. Review regulatory record here.
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