Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonna? Claim Your ProfileJonna Annalisia Lee is a financial advisor at Fidelity Brokerage Services LLC. Jonna Lee has been in the industry since February 2021. Jonna Lee is a licensed securities professional and holds the following licenses: Series 63, Series 10, Series 9, Series 7TO, and SIE. Jonna Lee is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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CO
02/25/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 03/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/29/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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