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Jaimi L Taylor-brown

Fidelity Brokerage Services LLC

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About Jaimi L Taylor-brown

Jaimi Taylor-brown is a financial professional with over 15 years of experience in the industry. Currently, Jaimi works as a Registered Representative at Fidelity Brokerage Services LLC. Previously, Jaimi worked at NATIONAL FINANCIAL SERVICES LLC and FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. Jaimi holds Series 6, 7, 9, 10, 63, 99TO, and SIE licenses. Jaimi is dedicated to providing clients with personalized financial advice and guidance.

Firm Information

Jaimi Taylor-brown 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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Jaimi Taylor-brown’s Registration & Firm History

TX

10/02/2008 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

TX

11/05/2007 - 08/18/2008

NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)

TX

02/14/2007 - 08/20/2007

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

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Licenses & Designations

BC

Issued 04/03/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/26/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2007

Series 7 - General Securities Representative Examination

BC

Issued 02/13/2007

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 Jaimi L Taylor-brown.
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