Unclaimed
Kasey Cantrell is a financial advisor with Fidelity Brokerage Services LLC. Kasey holds Series 7, 24, and 63 licenses and has been in the industry since August 2012. Kasey has worked with Fidelity Brokerage Services LLC since 2011 and has also worked with National Financial 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
TX
10/16/2015 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
03/13/2015 - 10/12/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/13/2013 - 10/10/2015
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
08/25/2011 - 10/03/2012
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 09/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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