Unclaimed
Gertrude Mishev is a financial professional with over 10 years of experience in the industry. Gertrude is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity, Gertrude was registered with National Planning Corporation and Banc of America Investment Services, Inc. Gertrude has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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
TN
09/03/2019 - Present
Fidelity Brokerage Services LLC (FRANKLIN TN)
TN
08/06/2010 - 10/23/2017
FIDELITY BROKERAGE SERVICES LLC (FRANKLIN TN)
IL
03/19/2009 - 06/17/2010
NATIONAL PLANNING CORPORATION (RIVERWOODS IL)
TN
08/03/2006 - 06/12/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NASHVILLE TN)
BOTH
Issued 11/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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