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Heidi Ann Webb

Fidelity Brokerage Services LLC

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About Heidi Ann Webb

Heidi Webb is a financial professional who has been in the industry for more than 2 years. Heidi is registered with Fidelity Brokerage Services LLC. Heidi is licensed in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Heidi holds the Series 63, Series 7TO and SIE licenses.

Firm Information

Heidi Webb 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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Heidi Webb’s Registration & Firm History

UT

08/03/2020 - Present

Fidelity Brokerage Services LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 08/20/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Heidi Ann Webb. Review regulatory record here.
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