Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Meiss is a financial advisor with Fidelity Brokerage Services LLC. Kaitlyn has been in the financial industry since 2020 and has a Series 63, Series 7TO, SIE, Series 9, and Series 10 license. Kaitlyn works out of the Greenwood Village, CO branch of Fidelity Brokerage 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.
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2
CO
06/18/2020 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 06/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/25/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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