Unclaimed
Jocelyn Marie Laakso is a financial advisor based in Smithfield, Rhode Island. Jocelyn has been in the financial services industry since November 1998. Jocelyn is currently registered with Fidelity Brokerage Services LLC and has been with them since November 1998. Previously Jocelyn worked for NATIONAL FINANCIAL SERVICES LLC.
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
RI
11/10/1998 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
07/05/2007 - 04/29/2015
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
BC
Issued 12/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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