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Gretchen Gleaves Jolly

Fidelity Brokerage Services LLC

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About Gretchen Gleaves Jolly

Gretchen Gleaves Jolly has been in the securities industry since November 27, 2004. Gretchen is currently registered with Fidelity Brokerage Services LLC and is licensed in 19 states. Gretchen has a Series 6, Series 7, Series 63 and SIE licenses. Before joining Fidelity Brokerage Services LLC, Gretchen worked at Fidelity Investments Institutional Services Company, Inc.

Firm Information

Gretchen Jolly is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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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Gretchen Jolly’s Registration & Firm History

KY

04/06/2012 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

RI

08/25/1997 - 12/31/2004

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 04/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gretchen Gleaves Jolly.
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