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Elizabeth Wade

Fidelity Distributors Co. LLC

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About Elizabeth Wade

Elizabeth Wade is a licensed securities professional with a strong background in the financial services industry. Elizabeth is currently registered with Fidelity Distributors Co. LLC and Fidelity Brokerage Services LLC. Elizabeth has demonstrated commitment to her clients by successfully completing the General Securities Representative Examination (Series 7TO), Securities Industry Essentials Examination (SIE), and the Uniform Securities Agent State Law Examination (Series 63). Elizabeth is committed to providing clients with comprehensive financial guidance and support.

Firm Information

Elizabeth Wade is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

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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Elizabeth Wade’s Registration & Firm History

MA

10/24/2023 - Present

Fidelity Distributors Co. LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 08/17/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Elizabeth Wade.
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