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Kate Meaghan Naedele

Fidelity Brokerage Services LLC

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About Kate Meaghan Naedele

Kate Meaghan Naedele is a financial professional with experience in the industry. Kate is registered with Fidelity Brokerage Services LLC and has been working in the field since May 12, 2010.

Firm Information

Kate Naedele 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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Kate Naedele’s Registration & Firm History

RI

05/12/2010 - Present

Fidelity Brokerage Services LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 08/09/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kate Meaghan Naedele.
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