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Jillian Sandra ann McCarthy

Fidelity Brokerage Services LLC

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About Jillian Sandra ann McCarthy

Jillian McCarthy is a financial professional with Fidelity Brokerage Services LLC. Jillian has passed the Series 7TO, Series 63, and SIE exams and is currently registered in 53 states. Jillian has been in the financial industry since June 2023. Jillian is located in Philadelphia, PA and can be reached through Fidelity Brokerage Services LLC.

Firm Information

Jillian McCarthy 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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Jillian McCarthy’s Registration & Firm History

PA

06/06/2023 - Present

Fidelity Brokerage Services LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 06/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jillian Sandra ann McCarthy.
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