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Katelyn M Breen

Fidelity Distributors Co. LLC

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About Katelyn M Breen

Katelyn Breen is a financial professional with Fidelity Distributors Co. LLC. Katelyn holds Series 7TO, SIE and Series 63 licenses. Katelyn has been in the industry for 5 months. Katelyn is registered to sell securities in 52 states.

Firm Information

Katelyn Breen is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

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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Katelyn Breen’s Registration & Firm History

RI

07/12/2024 - Present

Fidelity Distributors Co. LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 07/27/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katelyn M Breen.
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