Unclaimed
Karla Joceline Ortega ramirez is a registered representative with Fidelity Brokerage Services LLC. Karla has passed the Series 7TO, SIE and Series 63 exams. Karla holds a current registration in 53 states. Fidelity Brokerage Services LLC is a broker-dealer that provides investment services to individuals and institutions.
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
UT
07/31/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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