Unclaimed
Kapil Goyal is a financial professional with experience in the industry since August 2021. Kapil is currently registered with Fidelity Brokerage Services LLC and holds the SIE and Series 99TO licenses.
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
TX
08/02/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 08/02/2021
Series 99TO - Operations Professional Examination
BC
Issued 05/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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