Unclaimed
Joseph Caleb Summerhays is a financial advisor with Fidelity Brokerage Services LLC in Salt Lake City, Utah. Joseph has been in the securities industry since December 2020 and is licensed in 53 states. He holds the Series 7, Series 63 and SIE exams and is a registered representative with FINRA. Joseph is passionate about helping clients reach their financial goals.
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
UT
12/10/2020 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 01/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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