Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ireta? Claim Your ProfileIreta Willis is a financial professional with experience in the industry. Ireta has a Series 7 and Series 63 license. She is also a Series 9 and Series 10 principal. Ireta has been registered with Fidelity Brokerage Services LLC since July 2015. She is currently licensed in 53 states plus Puerto Rico and the Virgin Islands.
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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KY
07/28/2015 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 08/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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