Unclaimed
Garrett Kelley is a financial advisor with Fidelity Brokerage Services LLC. Garrett has been in the financial services industry for over 29 years. Garrett currently holds Series 6, 7, 9, 10, and SIE licenses. Garrett holds a Series 63 license and is registered in Texas. Garrett has worked for Fidelity Brokerage Services LLC since 1993. Previously, Garrett worked for FORTIS INVESTORS, INC. in Oakdale, Minnesota.
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.
1
2
TX
07/02/2008 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
12/06/1993 - 03/18/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MN
06/19/1992 - 10/27/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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