Unclaimed
Isha Goel is a registered representative with Fidelity Brokerage Services LLC. Isha has been in the industry since June 21, 2023. Isha holds a Series 7TO, Series 63 and SIE licenses. Isha is licensed in 53 states, as well as Puerto Rico and the Virgin Islands. Isha works at the Fidelity Brokerage Services LLC Greenwood Village, Colorado office, and her registration began on June 22, 2023.
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
CO
06/22/2023 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 07/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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