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Karrie Meehan

Fidelity Brokerage Services LLC

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About Karrie Meehan

Karrie Meehan is a financial professional with over 16 years of experience in the industry. Karrie is currently registered with Fidelity Brokerage Services LLC, National Financial Services LLC, and Fidelity Distributors Co. LLC. Karrie has held previous positions at PYRAMIS DISTRIBUTORS CORPORATION LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. and JOHN HANCOCK DISTRIBUTORS LLC. Karrie holds Series 6, 7, 24 and 63 licenses and has passed the SIE exam. Karrie is located at 900 Salem Street in Smithfield, Rhode Island.

Firm Information

Karrie Meehan 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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Karrie Meehan’s Registration & Firm History

RI

01/12/2018 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

RI

01/26/2016 - 05/12/2016

PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)

RI

12/12/2014 - 03/04/2015

PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)

RI

01/31/2014 - 07/23/2014

PYRAMIS DISTRIBUTORS CORPORATION LLC (SMITHFIELD RI)

RI

04/11/2006 - 02/14/2012

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

11/22/2002 - 03/17/2006

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 05/15/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/21/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

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 Karrie Meehan.
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