linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Mei

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Mei

John Mei is a financial advisor with Fidelity Brokerage Services LLC. John has been in the financial services industry since 2006. John has a Series 7, Series 63, and Series 66 licenses, and is registered in Arizona, California, Nevada, New Mexico, Oregon, Utah, and Washington. John has experience working with Morgan Stanley, E*TRADE Securities LLC, National Financial Services LLC, Ridge Clearing & Outsourcing Solutions, Inc., Banc of America Investment Services, Inc., and Quick & Reilly, Inc.

Firm Information

John Mei 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Mei’s Registration & Firm History

CA

07/27/2021 - Present

Fidelity Brokerage Services LLC (SACRAMENTO CA)

NY

07/23/2018 - 06/10/2021

MORGAN STANLEY (PURCHASE NY)

NJ

02/07/2012 - 01/19/2017

E*TRADE SECURITIES LLC (JERSEY CITY NJ)

CA

02/10/2009 - 03/25/2010

NATIONAL FINANCIAL SERVICES LLC (SAN FRANCISCO CA)

CA

12/02/2004 - 01/20/2009

RIDGE CLEARING & OUTSOURCING SOLUTIONS, INC. (SAN FRANCISCO CA)

MA

10/20/2004 - 11/24/2004

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NY

01/31/2003 - 10/20/2004

QUICK & REILLY, INC. (NEW YORK NY)

Not sure if John Mei is right for you?

Licenses & Designations

BC

Issued 10/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/31/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for John Mei. Review regulatory record here.
Not sure if John Mei is right for you?