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Kaitlyn Schoenewolff

Fidelity Brokerage Services LLC

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About Kaitlyn Schoenewolff

Kaitlyn Schoenewolff is a financial advisor with over 10 years of experience in the industry. Kaitlyn is currently registered with Fidelity Brokerage Services LLC, National Financial Services LLC, and Fidelity Distributors Co. LLC. Kaitlyn holds the Series 63, Series 7, Series 9, Series 10, and Series 24 licenses. Kaitlyn also holds the SIE designation. Kaitlyn has been active in the industry since 2014. Kaitlyn has experience working in both Massachusetts and Rhode Island.

Firm Information

Kaitlyn Schoenewolff 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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Kaitlyn Schoenewolff’s Registration & Firm History

MA

04/23/2021 - Present

Fidelity Brokerage Services LLC (NORTH ATTLEBORO MA)

MA

01/17/2014 - 11/29/2017

FIDELITY BROKERAGE SERVICES LLC (FRAMINGHAM MA)

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Licenses & Designations

BC

Issued 03/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/29/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/25/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/25/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

M

MEMX LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kaitlyn Schoenewolff.
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