Unclaimed
Erin Bodily is a financial advisor with Fidelity Brokerage Services LLC. Erin has been in the financial services industry since 2007. She has a Series 6, Series 7 and Series 63 license. Erin is registered to provide investment advice in 52 states and the District of Columbia.
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
03/07/2016 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
03/26/2007 - 05/29/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 03/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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