Unclaimed
Courtney Terrell is a registered representative with Fidelity Brokerage Services LLC. Courtney is a Series 7, Series 6, and Series 63 licensed advisor. Courtney has been in the industry since September 2021 and has been with Fidelity Brokerage Services LLC since September 2021. Courtney is currently registered in Texas.
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
TX
09/03/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 05/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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