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John Paul Levie

Fidelity Brokerage Services LLC

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About John Paul Levie

John Paul Levie is a securities professional registered with Fidelity Brokerage Services LLC. John has been in the industry since April 28, 2023. John has passed the Series 7TO, SIE, and Series 63 exams. John has an active broker-dealer registration and is registered in 53 states. John is located in Salt Lake City, UT.

Firm Information

John Levie 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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John Levie’s Registration & Firm History

UT

04/29/2023 - Present

Fidelity Brokerage Services LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 05/09/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/20/2023

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 John Paul Levie.
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